North Reef Capital Management’s Stifel SF Stock Holding History

North Reef Capital 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	-57,230	Closed	-$4.23M	–	57
2026 Q1	$4.23M	Buy	+57,230	New	+$4.54M	0.15%	47
2024 Q3	–	Sell	-330,018	Closed	-$18.5M	–	53
2024 Q2	$18.5M	Sell	330,018 -77,079	-19%	-$4.08M	0.86%	28
2024 Q1	$21.2M	Sell	407,097 -21,167	-5%	-$1.04M	1.11%	22
2023 Q4	$19.7M	Buy	428,264 +68,264	+19%	+$2.81M	1.15%	22
2023 Q3	$14.7M	Buy	360,000 +244,470	+212%	+$10.3M	0.93%	25
2023 Q2	$4.6M	Buy	115,530 +33,030	+40%	+$1.29M	0.35%	32
2023 Q1	$3.25M	Buy	+82,500	New	+$3.47M	0.36%	37
2022 Q4	–	Sell	-99,851	Closed	-$3.46M	–	46
2022 Q3	$3.46M	Buy	+99,851	New	+$3.93M	0.86%	29

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

North Reef Capital Management's SF Position: Q2 2026 in Review

North Reef Capital Management sold out of Stifel (SF) in Q2 2026, closing a stake of 57,230 shares — an estimated $4.23M sold.

North Reef Capital Management first reported a position in SF in Q3 2022 and held it in 8 quarters. The position peaked at $21.2M in Q1 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

North Reef Capital Management reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
North Reef Capital Management sold 57,230 Stifel shares in Q2 2026, an estimated $4.23M.
North Reef Capital Management first reported a position in Stifel in Q3 2022 and held it in 8 quarters.
North Reef Capital Management's Stifel position peaked at $21.2M in Q1 2024.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on North Reef Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.