Oakworth Capital’s Stifel SF Stock Holding History

Oakworth Capital’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	$13K	Hold	186	–	–	﹤0.01%	668
2026 Q1	$13.7K	Hold	186	–	–	﹤0.01%	623
2025 Q4	$15.5K	Buy	+186	New	+$14.9K	﹤0.01%	603

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 $3.38T AUM 44.17% 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

Oakworth Capital's SF Position: Q2 2026 in Review

Oakworth Capital held its Stifel (SF) position steady in Q2 2026 at 186 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Oakworth Capital first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Oakworth Capital held 186 shares of Stifel worth $13K as of Q2 2026.
Oakworth Capital left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #668 holding.
Oakworth Capital first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
Oakworth Capital's Stifel position peaked at $15.5K in Q4 2025.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.