OC
SF

Oppenheimer & Co’s Stifel SF Stock Holding History

Oppenheimer & Co’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 		$523K Buy
+7,497
New +$559K 0.01% 1232
2024
Q4 		– Sell
-8,346
Closed -$522K – 1639
2024
Q3 		$522K Sell
8,346
-129
-2% -$7.36K 0.01% 1020
2024
Q2 		$475K Sell
8,475
-639
-7% -$33.9K 0.01% 1019
2024
Q1 		$475K Buy
9,114
+18
+0.2% +$886 0.01% 1009
2023
Q4 		$419K Sell
9,096
-219
-2% -$9.01K 0.01% 1024
2023
Q3 		$382K Sell
9,315
-482
-5% -$20.3K 0.01% 1046
2023
Q2 		$390K Sell
9,797
-303
-3% -$11.8K 0.01% 1062
2023
Q1 		$398K Sell
10,100
-1,014
-9% -$42.6K 0.01% 1027
2022
Q4 		$432K Buy
11,114
+1,716
+18% +$67.9K 0.01% 962
2022
Q3 		$325K Buy
9,398
+98
+1% +$3.86K 0.01% 1038
2022
Q2 		$347K Buy
9,300
+1,050
+13% +$43.6K 0.01% 1051
2022
Q1 		$373K Buy
+8,250
New +$396K 0.01% 1107

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

Oppenheimer & Co's SF Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in Stifel (SF) in Q2 2026: 7,497 shares worth $523K. The stake represents 0.01% of the portfolio and ranks #1232 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in SF as recently as Q3 2024.

Oppenheimer & Co first reported a position in SF in Q1 2022 and has held it in 12 quarters since. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Oppenheimer & Co held 7,497 shares of Stifel worth $523K as of Q2 2026.
  • Stifel was a new Oppenheimer & Co position in Q2 2026.
  • Stifel made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1232 holding.
  • Oppenheimer & Co first reported a position in Stifel in Q1 2022 and has held it in 12 quarters since.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.