NAAA
SF

New Age Alpha Advisors’s Stifel SF Stock Holding History

New Age Alpha Advisors’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 		$5.13M Sell
73,461
-7,723
-10% -$576K 0.22% 109
2026
Q1 		$6M Sell
81,184
-2,735
-3% -$217K 0.28% 95
2025
Q4 		$7.01M Buy
83,919
+23,205
+38% +$1.85M 0.3% 78
2025
Q3 		$4.59M Sell
60,714
-1,695
-3% -$127K 0.19% 149
2025
Q2 		$4.32M Buy
62,409
+22,050
+55% +$1.35M 0.19% 156
2025
Q1 		$2.54M Sell
40,359
-46,938
-54% -$3.31M 0.11% 265
2024
Q4 		$6.17M Buy
+87,297
New +$6.23M 0.25% 104

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

New Age Alpha Advisors's SF Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Stifel (SF) stake by 9.5% in Q2 2026, selling an estimated $576K and leaving 73,461 shares worth $5.13M. The position accounts for 0.22% of the portfolio, ranked #109.

New Age Alpha Advisors first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.01M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • New Age Alpha Advisors held 73,461 shares of Stifel worth $5.13M as of Q2 2026.
  • New Age Alpha Advisors sold 7,723 Stifel shares in Q2 2026, an estimated $576K.
  • Stifel made up 0.22% of New Age Alpha Advisors's portfolio in Q2 2026, its #109 holding.
  • New Age Alpha Advisors first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Stifel position peaked at $7.01M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.