MAM
SF

Martingale Asset Management’s Stifel SF Stock Holding History

Martingale Asset 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 		$2.64M Sell
37,900
-4,652
-11% -$347K 0.06% 332
2026
Q1 		$3.15M Buy
42,552
+37,065
+676% +$2.94M 0.08% 247
2025
Q4 		$458K Sell
5,487
-1,209
-18% -$96.6K 0.01% 626
2025
Q3 		$507K Buy
+6,696
New +$501K 0.01% 610
2025
Q2 		– Sell
-4,647
Closed -$292K – 847
2025
Q1 		$292K Buy
+4,647
New +$328K 0.01% 681
2024
Q4 		– Sell
-4,563
Closed -$286K – 838
2024
Q3 		$286K Sell
4,563
-88,103
-95% -$5.03M 0.01% 717
2024
Q2 		$5.2M Sell
92,666
-9,538
-9% -$505K 0.11% 159
2024
Q1 		$5.33M Buy
102,204
+47,974
+88% +$2.36M 0.11% 160
2023
Q4 		$2.5M Sell
54,230
-1,605
-3% -$66K 0.05% 239
2023
Q3 		$2.29M Buy
55,835
+10,643
+24% +$448K 0.05% 237
2023
Q2 		$1.8M Buy
45,192
+1,228
+3% +$47.9K 0.04% 295
2023
Q1 		$1.73M Buy
+43,964
New +$1.85M 0.03% 301
2021
Q3 		– Sell
-32,490
Closed -$1.41M – 923
2021
Q2 		$1.41M Sell
32,490
-47,553
-59% -$2.13M 0.02% 320
2021
Q1 		$3.42M Sell
80,043
-5,247
-6% -$204K 0.04% 222
2020
Q4 		$2.87M Sell
85,290
-32,248
-27% -$957K 0.03% 260
2020
Q3 		$2.64M Buy
117,538
+23,200
+25% +$518K 0.03% 355
2020
Q2 		$1.99M Buy
94,338
+31,730
+51% +$638K 0.02% 535
2020
Q1 		$1.15M Buy
62,608
+47,528
+315% +$1.19M 0.02% 633
2019
Q4 		$407K Sell
15,080
-450
-3% -$11.8K ﹤0.01% 893
2019
Q3 		$397K Sell
15,530
-1,350
-8% -$33.9K ﹤0.01% 908
2019
Q2 		$444K Buy
+16,880
New +$430K ﹤0.01% 908
2018
Q3 		– Sell
-21,825
Closed -$507K – 1005
2018
Q2 		$507K Sell
21,825
-57,886
-73% -$1.51M 0.01% 857
2018
Q1 		$2.1M Buy
+79,711
New +$2.26M 0.03% 519
2014
Q3 		– Sell
-94,347
Closed -$1.99M – 894
2014
Q2 		$1.99M Buy
94,347
+16,223
+21% +$334K 0.06% 315
2014
Q1 		$1.73M Buy
+78,124
New +$1.66M 0.06% 329

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

Martingale Asset Management's SF Position: Q2 2026 in Review

Martingale Asset Management reduced its Stifel (SF) stake by 11% in Q2 2026, selling an estimated $347K and leaving 37,900 shares worth $2.64M. The position accounts for 0.06% of the portfolio, ranked #332.

Martingale Asset Management first reported a position in SF in Q1 2014 and has held it in 25 quarters since. The position peaked at $5.33M in Q1 2024. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Martingale Asset Management held 37,900 shares of Stifel worth $2.64M as of Q2 2026.
  • Martingale Asset Management sold 4,652 Stifel shares in Q2 2026, an estimated $347K.
  • Stifel made up 0.06% of Martingale Asset Management's portfolio in Q2 2026, its #332 holding.
  • Martingale Asset Management first reported a position in Stifel in Q1 2014 and has held it in 25 quarters since.
  • Martingale Asset Management's Stifel position peaked at $5.33M in Q1 2024.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.