NS
SF

NBC Securities’s Stifel SF Stock Holding History

NBC Securities’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 		$40.3K Buy
577
+183
+46% +$13.6K ﹤0.01% 1368
2026
Q1 		$29.1K Sell
394
-1
-0.3% -$79 ﹤0.01% 1550
2025
Q4 		$32.9K Sell
395
-70
-15% -$5.59K ﹤0.01% 1536
2025
Q3 		$35.2K Buy
465
+46
+11% +$3.44K ﹤0.01% 1471
2025
Q2 		$28K Hold
419
– – ﹤0.01% 1563
2025
Q1 		$26K Buy
+419
New +$29.5K ﹤0.01% 1383
2024
Q4 		– Sell
-483
Closed -$30K – 1929
2024
Q3 		$30K Hold
483
– – ﹤0.01% 1345
2024
Q2 		$27K Hold
483
– – ﹤0.01% 1345
2024
Q1 		$25K Hold
483
– – ﹤0.01% 1378
2023
Q4 		$22K Hold
483
– – ﹤0.01% 1452
2023
Q3 		$19K Buy
+483
New +$20.3K ﹤0.01% 1473

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

NBC Securities's SF Position: Q2 2026 in Review

NBC Securities increased its Stifel (SF) stake by 46% in Q2 2026, buying an estimated $13.6K and bringing the position to 577 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

NBC Securities first reported a position in SF in Q3 2023 and has held it in 11 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • NBC Securities held 577 shares of Stifel worth $40.3K as of Q2 2026.
  • NBC Securities bought 183 Stifel shares in Q2 2026, an estimated $13.6K.
  • Stifel made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1368 holding.
  • NBC Securities first reported a position in Stifel in Q3 2023 and has held it in 11 quarters since.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.