Jones Financial Companies
SF

Jones Financial Companies’s Stifel SF Stock Holding History

Jones Financial Companies’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 		$2.09M Buy
30,162
+2,999
+11% +$224K ﹤0.01% 1560
2026
Q1 		$1.93M Buy
27,163
+26,732
+6,202% +$2.12M ﹤0.01% 1445
2025
Q4 		$36K Buy
431
+57
+15% +$4.56K ﹤0.01% 2676
2025
Q3 		$28.5K Sell
374
-102
-21% -$7.64K ﹤0.01% 2623
2025
Q2 		$32.9K Buy
476
+98
+26% +$6.02K ﹤0.01% 2391
2025
Q1 		$23.7K Buy
378
+57
+18% +$4.02K ﹤0.01% 2365
2024
Q4 		$22.7K Sell
321
-105
-25% -$7.5K ﹤0.01% 2205
2024
Q3 		$26.6K Buy
426
+126
+42% +$7.19K ﹤0.01% 1858
2024
Q2 		$16.8K Buy
+300
New +$15.9K ﹤0.01% 1597

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jones Financial Companies's SF Position: Q2 2026 in Review

Jones Financial Companies increased its Stifel (SF) stake by 11% in Q2 2026, buying an estimated $224K and bringing the position to 30,162 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Jones Financial Companies first reported a position in SF in Q2 2024 and has held it in 9 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Jones Financial Companies held 30,162 shares of Stifel worth $2.09M as of Q2 2026.
  • Jones Financial Companies bought 2,999 Stifel shares in Q2 2026, an estimated $224K.
  • Stifel made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1560 holding.
  • Jones Financial Companies first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.