Manchester Capital Management’s Stifel SF Stock Holding History

Manchester 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	$2.72K	Buy	39 +5	+15%	+$373	﹤0.01%	994
2026 Q1	$2.51K	Sell	34 -1	-3%	-$79	﹤0.01%	981
2025 Q4	$2.88K	Hold	35	–	–	﹤0.01%	964
2025 Q3	$2.61K	Sell	35 -7	-17%	-$524	﹤0.01%	1041
2025 Q2	$2.91K	Hold	42	–	–	﹤0.01%	957
2025 Q1	$2.64K	Sell	42 -161	-79%	-$11.3K	﹤0.01%	973
2024 Q4	$14.3K	Hold	203	–	–	﹤0.01%	760
2024 Q3	$12.7K	Hold	203	–	–	﹤0.01%	760
2024 Q2	$11.4K	Hold	203	–	–	﹤0.01%	741
2024 Q1	$10.6K	Sell	203 -1	-0.5%	-$49	﹤0.01%	627
2023 Q4	$9.4K	Buy	204 +168	+467%	+$6.91K	﹤0.01%	611
2023 Q3	$1.48K	Hold	36	–	–	﹤0.01%	799
2023 Q2	$1.43K	Hold	36	–	–	﹤0.01%	769
2023 Q1	$1.42K	Hold	36	–	–	﹤0.01%	863
2022 Q4	$1.4K	Buy	+36	New	+$1.42K	﹤0.01%	758
2022 Q2	–	Sell	-32	Closed	-$1K	–	1118
2022 Q1	$1K	Buy	32 +6	+23%	+$288	﹤0.01%	978
2021 Q4	$1K	Buy	+26	New	+$1.26K	﹤0.01%	974
2015 Q1	–	Sell	-23,794	Closed	-$540K	–	825
2014 Q4	$540K	Buy	23,794 +5,535	+30%	+$117K	0.07%	136
2014 Q3	$381K	Hold	18,259	–	–	0.05%	196
2014 Q2	$384K	Buy	18,259 +4,210	+30%	+$86.7K	0.05%	203
2014 Q1	$311K	Sell	14,049 -1,017	-7%	-$21.6K	0.05%	226
2013 Q4	$321K	Buy	15,066 +5,024	+50%	+$96.4K	0.05%	228
2013 Q3	$184K	Hold	10,042	–	–	0.03%	344
2013 Q2	$159K	Buy	+10,042	New	+$152K	0.03%	358

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

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

Manchester Capital Management increased its Stifel (SF) stake by 15% in Q2 2026, buying an estimated $373 and bringing the position to 39 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Manchester Capital Management first reported a position in SF in Q2 2013 and has held it in 24 quarters since. The position peaked at $540K in Q4 2014. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Manchester Capital Management held 39 shares of Stifel worth $2.72K as of Q2 2026.
Manchester Capital Management bought 5 Stifel shares in Q2 2026, an estimated $373.
Stifel made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #994 holding.
Manchester Capital Management first reported a position in Stifel in Q2 2013 and has held it in 24 quarters since.
Manchester Capital Management's Stifel position peaked at $540K in Q4 2014.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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