Marshall Wace’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $916K | Sell |
13,124
-1,279,354
| -99% | -$95.4M | ﹤0.01% | 2240 |
|
|
2026
Q1 | $95.5M | Sell |
1,292,478
-634,731
| -33% | -$50.4M | 0.1% | 177 |
|
|
2025
Q4 | $161M | Buy |
1,927,209
+650,011
| +51% | +$52M | 0.15% | 109 |
|
|
2025
Q3 | $96.6M | Sell |
1,277,198
-210,808
| -14% | -$15.8M | 0.1% | 171 |
|
|
2025
Q2 | $103M | Sell |
1,488,006
-321,681
| -18% | -$19.8M | 0.12% | 161 |
|
|
2025
Q1 | $114M | Buy |
1,809,687
+1,588,312
| +717% | +$112M | 0.14% | 120 |
|
|
2024
Q4 | $15.7M | Sell |
221,375
-466,582
| -68% | -$33.3M | 0.02% | 628 |
|
|
2024
Q3 | $43.1M | Sell |
687,957
-19,148
| -3% | -$1.09M | 0.05% | 316 |
|
|
2024
Q2 | $39.7M | Sell |
707,105
-397,374
| -36% | -$21.1M | 0.05% | 307 |
|
|
2024
Q1 | $57.6M | Buy |
+1,104,479
| New | +$54.4M | 0.09% | 223 |
|
|
2023
Q4 | – | Sell |
-445,350
| Closed | -$18.2M | – | 2569 |
|
|
2023
Q3 | $18.2M | Sell |
445,350
-888,773
| -67% | -$37.4M | 0.04% | 466 |
|
|
2023
Q2 | $53.1M | Sell |
1,334,123
-1,284,424
| -49% | -$50.1M | 0.1% | 205 |
|
|
2023
Q1 | $103M | Buy |
2,618,547
+434,769
| +20% | +$18.3M | 0.22% | 100 |
|
|
2022
Q4 | $85M | Sell |
2,183,778
-252,665
| -10% | -$10M | 0.19% | 106 |
|
|
2022
Q3 | $84.3M | Sell |
2,436,443
-30,729
| -1% | -$1.21M | 0.18% | 105 |
|
|
2022
Q2 | $92.1M | Buy |
2,467,172
+502,310
| +26% | +$20.9M | 0.19% | 111 |
|
|
2022
Q1 | $88.9M | Buy |
+1,964,862
| New | +$94.3M | 0.17% | 125 |
|
|
2020
Q3 | – | Sell |
-43,013
| Closed | -$907K | – | 1892 |
|
|
2020
Q2 | $907K | Buy |
+43,013
| New | +$864K | 0.01% | 1026 |
|
|
2020
Q1 | – | Sell |
-167,175
| Closed | -$4.51M | – | 2013 |
|
|
2019
Q4 | $4.51M | Buy |
+167,175
| New | +$4.37M | 0.03% | 564 |
|
|
2019
Q2 | – | Sell |
-18,416
| Closed | -$432K | – | 1786 |
|
|
2019
Q1 | $432K | Buy |
+18,416
| New | +$417K | ﹤0.01% | 1175 |
|
|
2018
Q4 | – | Sell |
-90,324
| Closed | -$2.06M | – | 1784 |
|
|
2018
Q3 | $2.06M | Buy |
+90,324
| New | +$2.17M | 0.02% | 676 |
|
|
2016
Q1 | – | Sell |
-318,897
| Closed | -$6M | – | 1179 |
|
|
2015
Q4 | $6M | Buy |
+318,897
| New | +$6.2M | 0.06% | 338 |
|
|
2015
Q3 | – | Sell |
-28,105
| Closed | -$721K | – | 1040 |
|
|
2015
Q2 | $721K | Buy |
+28,105
| New | +$693K | 0.01% | 658 |
|
|
2015
Q1 | – | Sell |
-44,116
| Closed | -$1M | – | 926 |
|
|
2014
Q4 | $1M | Buy |
+44,116
| New | +$934K | 0.01% | 568 |
|
Other funds holding SF
Marshall Wace's SF Position: Q2 2026 in Review
Marshall Wace reduced its Stifel (SF) stake by 99% in Q2 2026, selling an estimated $95.4M and leaving 13,124 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.
Marshall Wace first reported a position in SF in Q4 2014 and has held it in 24 quarters since. The position peaked at $161M in Q4 2025. 593 funds tracked by Wall St. Rank hold SF as of Q2 2026.
- Marshall Wace held 13,124 shares of Stifel worth $916K as of Q2 2026.
- Marshall Wace sold 1,279,354 Stifel shares in Q2 2026, an estimated $95.4M.
- Stifel made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2240 holding.
- Marshall Wace first reported a position in Stifel in Q4 2014 and has held it in 24 quarters since.
- Marshall Wace's Stifel position peaked at $161M in Q4 2025.
- 593 funds tracked by Wall St. Rank held Stifel as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.