Kovitz Investment Group Partners’s Stifel SF Stock Holding History

Kovitz Investment Group 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	$1.57M	Sell	22,509 -1,650	-7%	-$123K	0.03%	261
2026 Q1	$1.79M	Sell	24,159 -633	-3%	-$50.3K	0.04%	246
2025 Q4	$2.07M	Sell	24,792 -4,679	-16%	-$374K	0.05%	230
2025 Q3	$2.23M	Buy	+29,471	New	+$2.21M	0.01%	640
2025 Q2	–	Sell	-6,780	Closed	-$426K	–	1395
2025 Q1	$426K	Buy	6,780 +90	+1%	+$6.34K	﹤0.01%	949
2024 Q4	$474K	Buy	6,690 +747	+13%	+$53.3K	﹤0.01%	908
2024 Q3	$360K	Buy	5,943 +1,135	+24%	+$64.8K	﹤0.01%	827
2024 Q2	$270K	Buy	+4,808	New	+$255K	﹤0.01%	752

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

Kovitz Investment Group Partners's SF Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Stifel (SF) stake by 6.8% in Q2 2026, selling an estimated $123K and leaving 22,509 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #261.

Kovitz Investment Group Partners first reported a position in SF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.23M in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Kovitz Investment Group Partners held 22,509 shares of Stifel worth $1.57M as of Q2 2026.
Kovitz Investment Group Partners sold 1,650 Stifel shares in Q2 2026, an estimated $123K.
Stifel made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #261 holding.
Kovitz Investment Group Partners first reported a position in Stifel in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Stifel position peaked at $2.23M in Q3 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.