NSIM
SF

North Star Investment Management’s Stifel SF Stock Holding History

North Star Investment 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 		$5.07K Sell
73
-8
-10% -$596 ﹤0.01% 1219
2026
Q1 		$6.01K Sell
81
-38
-32% -$3.02K ﹤0.01% 1145
2025
Q4 		$9.89K Buy
119
+38
+47% +$3.04K ﹤0.01% 961
2025
Q3 		$6.11K Buy
81
+9
+13% +$674 ﹤0.01% 998
2025
Q2 		$4.94K Buy
72
+1
+1% +$61 ﹤0.01% 1007
2025
Q1 		$4.47K Hold
71
– – ﹤0.01% 1004
2024
Q4 		$5K Buy
+71
New +$5.07K ﹤0.01% 1000

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

North Star Investment Management's SF Position: Q2 2026 in Review

North Star Investment Management reduced its Stifel (SF) stake by 9.9% in Q2 2026, selling an estimated $596 and leaving 73 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

North Star Investment Management first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.89K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • North Star Investment Management held 73 shares of Stifel worth $5.07K as of Q2 2026.
  • North Star Investment Management sold 8 Stifel shares in Q2 2026, an estimated $596.
  • Stifel made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1219 holding.
  • North Star Investment Management first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • North Star Investment Management's Stifel position peaked at $9.89K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.