LAM
SF

LECAP Asset Management’s Stifel SF Stock Holding History

LECAP 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 		– Sell
-24,538
Closed -$1.81M – 366
2026
Q1 		$1.81M Buy
24,538
+8,015
+49% +$636K 0.68% 36
2025
Q4 		$1.38M Buy
16,523
+13,194
+396% +$1.05M 0.55% 63
2025
Q3 		$252K Buy
+3,329
New +$249K 0.09% 255
2025
Q1 		– Sell
-5,915
Closed -$418K – 384
2024
Q4 		$418K Buy
+5,915
New +$422K 0.11% 240
2024
Q1 		– Sell
-13,167
Closed -$607K – 373
2023
Q4 		$607K Buy
+13,167
New +$541K 0.22% 171

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

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

LECAP Asset Management sold out of Stifel (SF) in Q2 2026, closing a stake of 24,538 shares — an estimated $1.81M sold.

LECAP Asset Management first reported a position in SF in Q4 2023 and held it in 5 quarters. The position peaked at $1.81M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • LECAP Asset Management reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 24,538 Stifel shares in Q2 2026, an estimated $1.81M.
  • LECAP Asset Management first reported a position in Stifel in Q4 2023 and held it in 5 quarters.
  • LECAP Asset Management's Stifel position peaked at $1.81M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.