LI
SF

LRI Investments’s Stifel SF Stock Holding History

LRI Investments’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 		$767 Buy
+11
New +$820 ﹤0.01% 1439

Other funds holding SF

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LRI Investments's SF Position: Q2 2026 in Review

LRI Investments opened a new position in Stifel (SF) in Q2 2026: 11 shares worth $767. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings.

189 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • LRI Investments held 11 shares of Stifel worth $767 as of Q2 2026.
  • Stifel was a new LRI Investments position in Q2 2026.
  • Stifel made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1439 holding.
  • 189 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.