MOTCO’s Stifel SF Stock Holding History

MOTCO’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	$209	Buy	+3	New	+$224	﹤0.01%	818
2019 Q3	–	Sell	-814	Closed	-$21K	–	712
2019 Q2	$21K	Buy	+814	New	+$20.7K	﹤0.01%	483

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

MOTCO's SF Position: Q2 2026 in Review

MOTCO opened a new position in Stifel (SF) in Q2 2026: 3 shares worth $209. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: MOTCO previously reported a position in SF as recently as Q2 2019.

MOTCO first reported a position in SF in Q2 2019 and has held it in 2 quarters since. The position peaked at $21K in Q2 2019. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

MOTCO held 3 shares of Stifel worth $209 as of Q2 2026.
Stifel was a new MOTCO position in Q2 2026.
Stifel made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #818 holding.
MOTCO first reported a position in Stifel in Q2 2019 and has held it in 2 quarters since.
MOTCO's Stifel position peaked at $21K in Q2 2019.
594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.