MFS
SF

Mirabella Financial Services’s Stifel SF Stock Holding History

Mirabella Financial Services’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 		$394K Sell
5,653
-4,323
-43% -$322K 0.04% 343
2026
Q1 		$737K Buy
9,976
+5,066
+103% +$402K 0.07% 179
2025
Q4 		$410K Buy
+4,910
New +$392K 0.04% 343
2024
Q2 		– Sell
-6,642
Closed -$346K – 659
2024
Q1 		$346K Buy
+6,642
New +$327K 0.03% 367
2022
Q2 		– Sell
-5,465
Closed -$247K – 687
2022
Q1 		$247K Buy
+5,465
New +$262K 0.03% 361

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

Mirabella Financial Services's SF Position: Q2 2026 in Review

Mirabella Financial Services reduced its Stifel (SF) stake by 43% in Q2 2026, selling an estimated $322K and leaving 5,653 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #343.

Mirabella Financial Services first reported a position in SF in Q1 2022 and has held it in 5 quarters since. The position peaked at $737K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Mirabella Financial Services held 5,653 shares of Stifel worth $394K as of Q2 2026.
  • Mirabella Financial Services sold 4,323 Stifel shares in Q2 2026, an estimated $322K.
  • Stifel made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #343 holding.
  • Mirabella Financial Services first reported a position in Stifel in Q1 2022 and has held it in 5 quarters since.
  • Mirabella Financial Services's Stifel position peaked at $737K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.