Osaic Holdings
SF

Osaic Holdings’s Stifel SF Stock Holding History

Osaic Holdings’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 		$511K Buy
7,323
+3,271
+81% +$244K ﹤0.01% 3653
2026
Q1 		$299K Sell
4,052
-861
-18% -$68.4K ﹤0.01% 3814
2025
Q4 		$410K Sell
4,913
-2,842
-37% -$227K ﹤0.01% 3513
2025
Q3 		$590K Buy
7,755
+2,196
+40% +$164K ﹤0.01% 3300
2025
Q2 		$370K Buy
5,559
+2,541
+84% +$156K ﹤0.01% 3409
2025
Q1 		$190K Sell
3,018
-5,030
-63% -$355K ﹤0.01% 3678
2024
Q4 		$569K Buy
8,048
+2,307
+40% +$165K ﹤0.01% 2671
2024
Q3 		$359K Sell
5,741
-316
-5% -$18K ﹤0.01% 3171
2024
Q2 		$340K Buy
6,057
+1,729
+40% +$91.6K ﹤0.01% 3094
2024
Q1 		$226K Sell
4,328
-36,039
-89% -$1.77M ﹤0.01% 3578
2023
Q4 		$1.86M Sell
40,367
-18,607
-32% -$765K ﹤0.01% 1920
2023
Q3 		$2.42M Buy
58,974
+18,435
+45% +$776K ﹤0.01% 1820
2023
Q2 		$1.61M Buy
40,539
+1,293
+3% +$50.4K ﹤0.01% 2066
2023
Q1 		$1.55M Buy
39,246
+97
+0.2% +$4.08K ﹤0.01% 2053
2022
Q4 		$1.52M Sell
39,149
-651
-2% -$25.8K ﹤0.01% 1977
2022
Q3 		$1.38M Buy
39,800
+2,340
+6% +$92.1K ﹤0.01% 1925
2022
Q2 		$1.4M Buy
37,460
+2,889
+8% +$120K ﹤0.01% 1953
2022
Q1 		$1.57M Buy
34,571
+1,611
+5% +$77.3K ﹤0.01% 2143
2021
Q4 		$1.55M Buy
32,960
+506
+2% +$24.6K ﹤0.01% 2000
2021
Q3 		$1.47M Sell
32,454
-3,683
-10% -$164K ﹤0.01% 1996
2021
Q2 		$1.56M Sell
36,137
-28,381
-44% -$1.27M ﹤0.01% 1942
2021
Q1 		$2.75M Buy
64,518
+29,437
+84% +$1.15M 0.01% 1348
2020
Q4 		$1.18M Sell
35,081
-217
-0.6% -$6.44K ﹤0.01% 1891
2020
Q3 		$793K Buy
35,298
+3,676
+12% +$82.1K ﹤0.01% 2022
2020
Q2 		$666K Sell
31,622
-32,809
-51% -$659K ﹤0.01% 2094
2020
Q1 		$1.18M Buy
+64,431
New +$1.61M ﹤0.01% 1406

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

Osaic Holdings's SF Position: Q2 2026 in Review

Osaic Holdings increased its Stifel (SF) stake by 81% in Q2 2026, buying an estimated $244K and bringing the position to 7,323 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

Osaic Holdings first reported a position in SF in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.75M in Q1 2021. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Osaic Holdings held 7,323 shares of Stifel worth $511K as of Q2 2026.
  • Osaic Holdings bought 3,271 Stifel shares in Q2 2026, an estimated $244K.
  • Stifel made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3653 holding.
  • Osaic Holdings first reported a position in Stifel in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Stifel position peaked at $2.75M in Q1 2021.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.