Mercer Global Advisors
SF

Mercer Global Advisors’s Stifel SF Stock Holding History

Mercer Global Advisors’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 		$4.38M Sell
62,825
-20,852
-25% -$1.55M 0.01% 942
2026
Q1 		$6.19M Buy
83,677
+25,339
+43% +$2.01M 0.01% 677
2025
Q4 		$4.87M Buy
58,338
+28,558
+96% +$2.28M 0.01% 727
2025
Q3 		$2.25M Buy
29,780
+12,908
+77% +$966K ﹤0.01% 986
2025
Q2 		$1.17M Sell
16,872
-4,500
-21% -$276K ﹤0.01% 1133
2025
Q1 		$1.34M Buy
21,372
+7,770
+57% +$548K ﹤0.01% 987
2024
Q4 		$962K Sell
13,602
-1,599
-11% -$114K ﹤0.01% 1136
2024
Q3 		$947K Buy
15,201
+27
+0.2% +$1.54K ﹤0.01% 1035
2024
Q2 		$851K Buy
15,174
+426
+3% +$22.6K ﹤0.01% 1039
2024
Q1 		$769K Sell
14,748
-335
-2% -$16.5K ﹤0.01% 1072
2023
Q4 		$695K Buy
15,083
+1,184
+9% +$48.7K ﹤0.01% 1143
2023
Q3 		$569K Buy
13,899
+426
+3% +$17.9K ﹤0.01% 1189
2023
Q2 		$536K Sell
13,473
-10,584
-44% -$413K ﹤0.01% 1200
2023
Q1 		$948K Sell
24,057
-9,585
-28% -$403K ﹤0.01% 934
2022
Q4 		$1.31M Sell
33,642
-1,985
-6% -$78.5K 0.01% 811
2022
Q3 		$1.23M Buy
35,627
+1,295
+4% +$51K 0.01% 767
2022
Q2 		$1.28M Sell
34,332
-1,907
-5% -$79.2K 0.01% 748
2022
Q1 		$1.64M Buy
36,239
+3,170
+10% +$152K 0.01% 709
2021
Q4 		$1.55M Sell
33,069
-2,144
-6% -$104K 0.01% 713
2021
Q3 		$1.59M Buy
35,213
+1,925
+6% +$85.8K 0.01% 691
2021
Q2 		$1.44M Buy
33,288
+165
+0.5% +$7.4K 0.01% 695
2021
Q1 		$1.42M Sell
33,123
-2,255
-6% -$87.9K 0.01% 657
2020
Q4 		$1.19M Buy
35,378
+15,551
+78% +$462K 0.01% 557
2020
Q3 		$446K Buy
19,827
+1,489
+8% +$33.2K 0.01% 816
2020
Q2 		$387K Buy
18,338
+3,157
+21% +$63.4K 0.01% 768
2020
Q1 		$279K Buy
15,181
+7,149
+89% +$179K 0.01% 834
2019
Q4 		$217K Buy
+8,032
New +$210K ﹤0.01% 1047

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

Mercer Global Advisors's SF Position: Q2 2026 in Review

Mercer Global Advisors reduced its Stifel (SF) stake by 25% in Q2 2026, selling an estimated $1.55M and leaving 62,825 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #942.

Mercer Global Advisors first reported a position in SF in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.19M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Mercer Global Advisors held 62,825 shares of Stifel worth $4.38M as of Q2 2026.
  • Mercer Global Advisors sold 20,852 Stifel shares in Q2 2026, an estimated $1.55M.
  • Stifel made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #942 holding.
  • Mercer Global Advisors first reported a position in Stifel in Q4 2019 and has held it in 27 quarters since.
  • Mercer Global Advisors's Stifel position peaked at $6.19M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.