KF
SF

Krilogy Financial’s Stifel SF Stock Holding History

Krilogy Financial’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 		$287K Sell
4,110
-7,614
-65% -$568K 0.01% 839
2026
Q1 		$947K Buy
11,724
+598
+5% +$47.5K 0.03% 389
2025
Q4 		$955K Buy
11,126
+3,846
+53% +$307K 0.03% 360
2025
Q3 		$580K Buy
+7,280
New +$545K 0.02% 478

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

Krilogy Financial's SF Position: Q2 2026 in Review

Krilogy Financial reduced its Stifel (SF) stake by 65% in Q2 2026, selling an estimated $568K and leaving 4,110 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #839.

Krilogy Financial first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $955K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Krilogy Financial held 4,110 shares of Stifel worth $287K as of Q2 2026.
  • Krilogy Financial sold 7,614 Stifel shares in Q2 2026, an estimated $568K.
  • Stifel made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #839 holding.
  • Krilogy Financial first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Stifel position peaked at $955K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.