MCM
SF

MAI Capital Management’s Stifel SF Stock Holding History

MAI Capital 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 		$537K Buy
7,690
+1,943
+34% +$145K ﹤0.01% 1271
2026
Q1 		$425K Buy
5,747
+4,509
+364% +$358K ﹤0.01% 1095
2025
Q4 		$103K Buy
1,238
+903
+270% +$72.2K ﹤0.01% 1624
2025
Q3 		$25.3K Buy
335
+26
+8% +$1.95K ﹤0.01% 2300
2025
Q2 		$21.4K Buy
309
+169
+121% +$10.4K ﹤0.01% 2319
2025
Q1 		$8.77K Buy
140
+26
+23% +$1.83K ﹤0.01% 2540
2024
Q4 		$8.06K Buy
+114
New +$8.14K ﹤0.01% 2611
2024
Q3 		– Sell
-4,241
Closed -$238K – 1225
2024
Q2 		$238K Sell
4,241
-60
-1% -$3.18K ﹤0.01% 1080
2024
Q1 		$224K Buy
+4,301
New +$212K ﹤0.01% 1089

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

MAI Capital Management's SF Position: Q2 2026 in Review

MAI Capital Management increased its Stifel (SF) stake by 34% in Q2 2026, buying an estimated $145K and bringing the position to 7,690 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

MAI Capital Management first reported a position in SF in Q1 2024 and has held it in 9 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • MAI Capital Management held 7,690 shares of Stifel worth $537K as of Q2 2026.
  • MAI Capital Management bought 1,943 Stifel shares in Q2 2026, an estimated $145K.
  • Stifel made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1271 holding.
  • MAI Capital Management first reported a position in Stifel in Q1 2024 and has held it in 9 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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