MG
SF

Mather Group’s Stifel SF Stock Holding History

Mather Group’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 		$73.7K Hold
1,056
– – ﹤0.01% 1011
2026
Q1 		$78.1K Buy
+1,056
New +$83.9K ﹤0.01% 953
2025
Q4 		– Sell
-1,151
Closed -$87K – 1471
2025
Q3 		$87K Buy
+1,151
New +$86.2K ﹤0.01% 794
2025
Q2 		– Sell
-1,151
Closed -$72.3K – 1521
2025
Q1 		$72.3K Buy
1,151
+90
+8% +$6.34K ﹤0.01% 833
2024
Q4 		$75K Buy
1,061
+135
+15% +$9.64K ﹤0.01% 791
2024
Q3 		$57.9K Sell
926
-337
-27% -$19.2K ﹤0.01% 854
2024
Q2 		$65.8K Hold
1,263
– – ﹤0.01% 923
2024
Q1 		$58.2K Buy
+1,263
New +$62.2K ﹤0.01% 838

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

Mather Group's SF Position: Q2 2026 in Review

Mather Group held its Stifel (SF) position steady in Q2 2026 at 1,056 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Mather Group first reported a position in SF in Q1 2024 and has held it in 8 quarters since. The position peaked at $87K in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Mather Group held 1,056 shares of Stifel worth $73.7K as of Q2 2026.
  • Mather Group left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1011 holding.
  • Mather Group first reported a position in Stifel in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Stifel position peaked at $87K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.