John Overdeck’s Stifel SF Stock Holding History

John Overdeck’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85.6M	Buy	1,227,090 +860,769	+235%	+$64.2M	0.06%	360
2026 Q1	$27.1M	Buy	366,321 +344,605	+1,587%	+$27.4M	0.02%	777
2025 Q4	$1.81M	Buy	+21,716	New	+$1.74M	﹤0.01%	2499
2025 Q2	–	Sell	-101,826	Closed	-$6.4M	–	3503
2025 Q1	$6.4M	Sell	101,826 -57,849	-36%	-$4.08M	0.01%	992
2024 Q4	$11.3M	Buy	+159,675	New	+$11.4M	0.02%	693
2023 Q3	–	Sell	-130,475	Closed	-$5.19M	–	3185
2023 Q2	$5.19M	Buy	130,475 +112,731	+635%	+$4.4M	0.01%	917
2023 Q1	$699K	Sell	17,744 -125,773	-88%	-$5.29M	﹤0.01%	2050
2022 Q4	$5.58M	Buy	143,517 +122,146	+572%	+$4.83M	0.02%	804
2022 Q3	$740K	Buy	+21,371	New	+$841K	﹤0.01%	1595
2022 Q2	–	Sell	-10,392	Closed	-$470K	–	2891
2022 Q1	$470K	Sell	10,392 -59,585	-85%	-$2.86M	﹤0.01%	2048
2021 Q4	$3.29M	Buy	69,977 +16,610	+31%	+$807K	0.01%	1506
2021 Q3	$2.42M	Sell	53,367 -62,490	-54%	-$2.79M	0.01%	1812
2021 Q2	$5.01M	Buy	+115,857	New	+$5.2M	0.01%	1207
2019 Q3	–	Sell	-21,274	Closed	-$558K	–	3752
2019 Q2	$558K	Buy	+21,274	New	+$542K	﹤0.01%	2411
2017 Q3	–	Sell	-18,043	Closed	-$369K	–	3142
2017 Q2	$369K	Buy	+18,043	New	+$370K	﹤0.01%	2530
2016 Q2	–	Sell	-382,358	Closed	-$5.03M	–	3195
2016 Q1	$5.03M	Buy	382,358 +262,485	+219%	+$3.73M	0.02%	710
2015 Q4	$2.26M	Buy	+119,873	New	+$2.33M	0.01%	1029

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's SF Position: Q2 2026 in Review

John Overdeck increased its Stifel (SF) stake by 235% in Q2 2026, buying an estimated $64.2M and bringing the position to 1,227,090 shares worth $85.6M. The position accounts for 0.06% of the portfolio, ranked #360.

John Overdeck first reported a position in SF in Q4 2015 and has held it in 17 quarters since. 589 funds tracked by Wall St. Rank hold SF as of Q2 2026.

John Overdeck held 1,227,090 shares of Stifel worth $85.6M as of Q2 2026.
John Overdeck bought 860,769 Stifel shares in Q2 2026, an estimated $64.2M.
Stifel made up 0.06% of John Overdeck's portfolio in Q2 2026, its #360 holding.
John Overdeck first reported a position in Stifel in Q4 2015 and has held it in 17 quarters since.
589 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.