MFG
SF

Merit Financial Group’s Stifel SF Stock Holding History

Merit Financial 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 		$581K Sell
8,328
-13,747
-62% -$1.02M ﹤0.01% 1413
2026
Q1 		$1.63M Buy
22,075
+7,618
+53% +$605K 0.01% 767
2025
Q4 		$1.21M Buy
14,457
+4,860
+51% +$388K 0.01% 856
2025
Q3 		$726K Buy
9,597
+966
+11% +$72.3K 0.01% 996
2025
Q2 		$597K Sell
8,631
-9,432
-52% -$579K 0.01% 1016
2025
Q1 		$1.14M Buy
18,063
+15,159
+522% +$1.07M 0.02% 609
2024
Q4 		$205K Buy
+2,904
New +$207K ﹤0.01% 1089

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

Merit Financial Group's SF Position: Q2 2026 in Review

Merit Financial Group reduced its Stifel (SF) stake by 62% in Q2 2026, selling an estimated $1.02M and leaving 8,328 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Merit Financial Group first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Merit Financial Group held 8,328 shares of Stifel worth $581K as of Q2 2026.
  • Merit Financial Group sold 13,747 Stifel shares in Q2 2026, an estimated $1.02M.
  • Stifel made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1413 holding.
  • Merit Financial Group first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Stifel position peaked at $1.63M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.