Lazard Asset Management’s Stifel SF Stock Holding History

Lazard Asset Management’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	$6.31M	Sell	90,386 -24,617	-21%	-$1.84M	0.01%	548
2026 Q1	$8.5M	Sell	115,003 -9,419	-8%	-$748K	0.01%	449
2025 Q4	$10.4M	Sell	124,422 -58,160	-32%	-$4.65M	0.02%	404
2025 Q3	$13.8M	Buy	182,582 +981	+0.5%	+$73.4K	0.02%	367
2025 Q2	$12.6M	Sell	181,601 -7,335	-4%	-$450K	0.02%	496
2025 Q1	$11.9M	Sell	188,936 -2,032	-1%	-$143K	0.02%	453
2024 Q4	$13.5M	Buy	190,968 +29,548	+18%	+$2.11M	0.02%	416
2024 Q3	$10.1M	Sell	161,420 -54,157	-25%	-$3.09M	0.01%	463
2024 Q2	$12.1M	Sell	215,577 -8,700	-4%	-$461K	0.02%	485
2024 Q1	$11.7M	Sell	224,277 -180,437	-45%	-$8.88M	0.01%	502
2023 Q4	$18.7M	Buy	404,714 +73,478	+22%	+$3.02M	0.02%	403
2023 Q3	$13.6M	Buy	+331,236	New	+$14M	0.02%	480
2022 Q2	–	Sell	-755	Closed	-$34K	–	2549
2022 Q1	$34K	Hold	755	–	–	﹤0.01%	1923
2021 Q4	$35K	Hold	755	–	–	﹤0.01%	1876
2021 Q3	$34K	Sell	755 -78	-9%	-$3.48K	﹤0.01%	1851
2021 Q2	$35K	Hold	833	–	–	﹤0.01%	1730
2021 Q1	$35K	Hold	833	–	–	﹤0.01%	1604
2020 Q4	$28K	Buy	833 +88	+12%	+$2.61K	﹤0.01%	1603
2020 Q3	$16K	Hold	745	–	–	﹤0.01%	1457
2020 Q2	$15K	Hold	745	–	–	﹤0.01%	1471
2020 Q1	$13K	Buy	745 +691	+1,280%	+$17.3K	﹤0.01%	1491
2019 Q4	$1K	Hold	54	–	–	﹤0.01%	1498
2019 Q3	$1K	Buy	+54	New	+$1.36K	﹤0.01%	1439
2015 Q1	–	Sell	-85,318	Closed	-$1.93M	–	1198
2014 Q4	$1.93M	Buy	+85,318	New	+$1.81M	﹤0.01%	671
2013 Q3	–	Sell	-132,865	Closed	-$2.11M	–	1033
2013 Q2	$2.11M	Buy	+132,865	New	+$2.01M	0.01%	615

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

Lazard Asset Management's SF Position: Q2 2026 in Review

Lazard Asset Management reduced its Stifel (SF) stake by 21% in Q2 2026, selling an estimated $1.84M and leaving 90,386 shares worth $6.31M. The position accounts for 0.01% of the portfolio, ranked #548.

Lazard Asset Management first reported a position in SF in Q2 2013 and has held it in 25 quarters since. The position peaked at $18.7M in Q4 2023. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Lazard Asset Management held 90,386 shares of Stifel worth $6.31M as of Q2 2026.
Lazard Asset Management sold 24,617 Stifel shares in Q2 2026, an estimated $1.84M.
Stifel made up 0.01% of Lazard Asset Management's portfolio in Q2 2026, its #548 holding.
Lazard Asset Management first reported a position in Stifel in Q2 2013 and has held it in 25 quarters since.
Lazard Asset Management's Stifel position peaked at $18.7M in Q4 2023.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.