MIM
SF

Morningstar Investment Management’s Stifel SF Stock Holding History

Morningstar Investment 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 		$766K Hold
10,368
– – 0.05% 226
2026
Q1 		$766K Buy
+10,368
New +$823K 0.05% 224

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

Morningstar Investment Management's SF Position: Q2 2026 in Review

Morningstar Investment Management held its Stifel (SF) position steady in Q2 2026 at 10,368 shares worth $766K. The position accounts for 0.05% of the portfolio, ranked #226.

Morningstar Investment Management first reported a position in SF in Q1 2026 and has held it in 2 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Morningstar Investment Management held 10,368 shares of Stifel worth $766K as of Q2 2026.
  • Morningstar Investment Management left its Stifel share count unchanged in Q2 2026.
  • Stifel made up 0.05% of Morningstar Investment Management's portfolio in Q2 2026, its #226 holding.
  • Morningstar Investment Management first reported a position in Stifel in Q1 2026 and has held it in 2 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.