Mitsubishi UFJ Asset Management’s Stifel SF Stock Holding History

Mitsubishi UFJ 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	$57.9K	Buy	818 +403	+97%	+$30K	﹤0.01%	1096
2026 Q1	$30.7K	Sell	415 -1	-0.2%	-$79	﹤0.01%	1128
2025 Q4	$35.5K	Hold	416	–	–	﹤0.01%	1103
2025 Q3	$31.4K	Hold	416	–	–	﹤0.01%	1086
2025 Q2	$28.7K	Hold	416	–	–	﹤0.01%	1099
2025 Q1	$26.1K	Hold	416	–	–	﹤0.01%	1100
2024 Q4	$30K	Hold	416	–	–	﹤0.01%	1080
2024 Q3	$26K	Hold	416	–	–	﹤0.01%	1092
2024 Q2	$23.3K	Hold	416	–	–	﹤0.01%	1075
2024 Q1	$21.7K	Buy	416 +324	+352%	+$16K	﹤0.01%	1043
2023 Q4	$4.15K	Hold	92	–	–	﹤0.01%	1362
2023 Q3	$3.75K	Buy	+92	New	+$3.88K	﹤0.01%	1346

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management's SF Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management increased its Stifel (SF) stake by 97% in Q2 2026, buying an estimated $30K and bringing the position to 818 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Mitsubishi UFJ Asset Management first reported a position in SF in Q3 2023 and has held it in 12 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Mitsubishi UFJ Asset Management held 818 shares of Stifel worth $57.9K as of Q2 2026.
Mitsubishi UFJ Asset Management bought 403 Stifel shares in Q2 2026, an estimated $30K.
Stifel made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #1096 holding.
Mitsubishi UFJ Asset Management first reported a position in Stifel in Q3 2023 and has held it in 12 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.