Johnson Financial Group Inc (Wisconsin)’s Stifel SF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$177K	Hold	2,530	–	–	0.01%	328
2026 Q1	$187K	Sell	2,530 -1	-0%	-$79	0.01%	327
2025 Q4	$211K	Sell	2,531 -963	-28%	-$77K	0.01%	319
2025 Q3	$264K	Buy	+3,494	New	+$262K	0.01%	316
2025 Q2	–	Sell	-6,210	Closed	-$390K	–	879
2025 Q1	$390K	Buy	6,210 +6,112	+6,237%	+$431K	0.02%	252
2024 Q4	$7.53K	Sell	98 -6,282	-98%	-$448K	﹤0.01%	673
2024 Q3	$399K	Buy	6,380 +3,336	+110%	+$190K	0.02%	263
2024 Q2	$171K	Buy	+3,044	New	+$161K	0.01%	327
2022 Q1	–	Sell	-30	Closed	-$1K	–	796
2021 Q4	$1K	Sell	30 -30	-50%	-$1.46K	﹤0.01%	748
2021 Q3	$3K	Hold	60	–	–	﹤0.01%	621
2021 Q2	$3K	Buy	+60	New	+$2.69K	﹤0.01%	632

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

Johnson Financial Group Inc (Wisconsin)'s SF Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Stifel (SF) position steady in Q2 2026 at 2,530 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #328.

Johnson Financial Group Inc (Wisconsin) first reported a position in SF in Q2 2021 and has held it in 11 quarters since. The position peaked at $399K in Q3 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 2,530 shares of Stifel worth $177K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Stifel share count unchanged in Q2 2026.
Stifel made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #328 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Stifel in Q2 2021 and has held it in 11 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Stifel position peaked at $399K in Q3 2024.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.