MC
SF

Machina Capital’s Stifel SF Stock Holding History

Machina Capital’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 		$651K Buy
9,332
+1,544
+20% +$115K 0.1% 240
2026
Q1 		$576K Buy
7,788
+2,199
+39% +$175K 0.11% 221
2025
Q4 		$467K Sell
5,589
-8,943
-62% -$715K 0.09% 250
2025
Q3 		$1.1M Buy
14,532
+10,092
+227% +$756K 0.19% 166
2025
Q2 		$307K Sell
4,440
-324
-7% -$19.9K 0.06% 262
2025
Q1 		$299K Buy
4,764
+1,626
+52% +$115K 0.09% 247
2024
Q4 		$222K Buy
+3,138
New +$224K 0.09% 246

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

Machina Capital's SF Position: Q2 2026 in Review

Machina Capital increased its Stifel (SF) stake by 20% in Q2 2026, buying an estimated $115K and bringing the position to 9,332 shares worth $651K. The position accounts for 0.1% of the portfolio, ranked #240.

Machina Capital first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Machina Capital held 9,332 shares of Stifel worth $651K as of Q2 2026.
  • Machina Capital bought 1,544 Stifel shares in Q2 2026, an estimated $115K.
  • Stifel made up 0.1% of Machina Capital's portfolio in Q2 2026, its #240 holding.
  • Machina Capital first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • Machina Capital's Stifel position peaked at $1.1M in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.