NAM
SF

NorthCrest Asset Manangement’s Stifel SF Stock Holding History

NorthCrest Asset Manangement’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 		$250K Sell
3,299
-5,399
-62% -$403K 0.01% 783
2026
Q1 		$644K Buy
8,698
+487
+6% +$38.7K 0.02% 412
2025
Q4 		$727K Buy
+8,211
New +$656K 0.02% 441

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

NorthCrest Asset Manangement's SF Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its Stifel (SF) stake by 62% in Q2 2026, selling an estimated $403K and leaving 3,299 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #783.

NorthCrest Asset Manangement first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $727K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • NorthCrest Asset Manangement held 3,299 shares of Stifel worth $250K as of Q2 2026.
  • NorthCrest Asset Manangement sold 5,399 Stifel shares in Q2 2026, an estimated $403K.
  • Stifel made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #783 holding.
  • NorthCrest Asset Manangement first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • NorthCrest Asset Manangement's Stifel position peaked at $727K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.