MM
SF

MQS Management’s Stifel SF Stock Holding History

MQS 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 		– Sell
-3,749
Closed -$277K – 465
2026
Q1 		$277K Buy
+3,749
New +$298K 0.19% 254
2025
Q2 		– Sell
-8,964
Closed -$563K – 630
2025
Q1 		$563K Buy
+8,964
New +$632K 0.32% 95
2024
Q2 		– Sell
-13,494
Closed -$703K – 637
2024
Q1 		$703K Buy
+13,494
New +$664K 0.4% 57
2023
Q3 		– Sell
-11,582
Closed -$461K – 602
2023
Q2 		$461K Buy
+11,582
New +$452K 0.31% 105
2022
Q3 		– Sell
-8,559
Closed -$320K – 561
2022
Q2 		$320K Buy
+8,559
New +$355K 0.22% 200

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

MQS Management's SF Position: Q2 2026 in Review

MQS Management sold out of Stifel (SF) in Q2 2026, closing a stake of 3,749 shares — an estimated $277K sold.

MQS Management first reported a position in SF in Q2 2022 and held it in 5 quarters. The position peaked at $703K in Q1 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • MQS Management reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • MQS Management sold 3,749 Stifel shares in Q2 2026, an estimated $277K.
  • MQS Management first reported a position in Stifel in Q2 2022 and held it in 5 quarters.
  • MQS Management's Stifel position peaked at $703K in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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