O'Shaughnessy Asset Management’s SIFCO Industries SIF Stock Holding History

O'Shaughnessy Asset Management’s Portfolio SIF Stock Details SIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.11M	Buy	58,558 +43,739	+295%	+$999K	﹤0.01%	1236
2026 Q2	$347K	Buy	+14,819	New	+$270K	﹤0.01%	1760
2015 Q2	–	Sell	-266	Closed	-$6K	–	1070
2015 Q1	$6K	Sell	266 -218	-45%	-$5.3K	﹤0.01%	808
2014 Q4	$14K	Hold	484	–	–	﹤0.01%	763
2014 Q3	$15K	Buy	484 +57	+13%	+$1.64K	﹤0.01%	726
2014 Q2	$13K	Buy	427 +262	+159%	+$8.7K	﹤0.01%	749
2014 Q1	$5K	Buy	+165	New	+$4.82K	﹤0.01%	842

Other funds holding SIF

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 36.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

RBF Capital San Francisco, California $2.3B AUM 22.6% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

O'Shaughnessy Asset Management's SIF Position: Q3 2026 in Review

O'Shaughnessy Asset Management increased its SIFCO Industries (SIF) stake by 295% in Q3 2026, buying an estimated $999K and bringing the position to 58,558 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

O'Shaughnessy Asset Management first reported a position in SIF in Q1 2014 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold SIF as of Q3 2026.

O'Shaughnessy Asset Management held 58,558 shares of SIFCO Industries worth $1.11M as of Q3 2026.
O'Shaughnessy Asset Management bought 43,739 SIFCO Industries shares in Q3 2026, an estimated $999K.
SIFCO Industries made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #1236 holding.
O'Shaughnessy Asset Management first reported a position in SIFCO Industries in Q1 2014 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held SIFCO Industries as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.