Kera Capital Partners’s Stifel SF Stock Holding History

Kera Capital Partners’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	–	Sell	-3,691	Closed	-$273K	–	671
2026 Q1	$273K	Sell	3,691 -686	-16%	-$54.5K	0.03%	450
2025 Q4	$360K	Buy	+4,377	New	+$350K	0.04%	351

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

Kera Capital Partners's SF Position: Q2 2026 in Review

Kera Capital Partners sold out of Stifel (SF) in Q2 2026, closing a stake of 3,691 shares — an estimated $273K sold.

Kera Capital Partners first reported a position in SF in Q4 2025 and held it in 2 quarters. The position peaked at $360K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Kera Capital Partners reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Kera Capital Partners sold 3,691 Stifel shares in Q2 2026, an estimated $273K.
Kera Capital Partners first reported a position in Stifel in Q4 2025 and held it in 2 quarters.
Kera Capital Partners's Stifel position peaked at $360K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.