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Northwest & Ethical Investments’s Stifel SF Stock Holding History

Northwest & Ethical Investments’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
-5,587
Closed -$409K – 570
2026
Q1 		$409K Sell
5,587
-6,418
-53% -$510K 0.01% 418
2025
Q4 		$1.02M Buy
12,005
+1,085
+10% +$86.7K 0.02% 314
2025
Q3 		$837K Buy
+10,920
New +$818K 0.02% 351

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 $3.38T AUM 44.17% 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

Northwest & Ethical Investments's SF Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Stifel (SF) in Q2 2026, closing a stake of 5,587 shares — an estimated $409K sold.

Northwest & Ethical Investments first reported a position in SF in Q3 2025 and held it in 3 quarters. The position peaked at $1.02M in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 5,587 Stifel shares in Q2 2026, an estimated $409K.
  • Northwest & Ethical Investments first reported a position in Stifel in Q3 2025 and held it in 3 quarters.
  • Northwest & Ethical Investments's Stifel position peaked at $1.02M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.