OCM
SF

Osterweis Capital Management’s Stifel SF Stock Holding History

Osterweis Capital Management’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 		$22.2K Hold
318
– – ﹤0.01% 217
2026
Q1 		$23.5K Hold
318
– – ﹤0.01% 220
2025
Q4 		$26.5K Hold
318
– – ﹤0.01% 257
2025
Q3 		$24.1K Hold
318
– – ﹤0.01% 251
2025
Q2 		$22K Buy
+318
New +$19.5K ﹤0.01% 260

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

Osterweis Capital Management's SF Position: Q2 2026 in Review

Osterweis Capital Management held its Stifel (SF) position steady in Q2 2026 at 318 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Osterweis Capital Management first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.5K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Osterweis Capital Management held 318 shares of Stifel worth $22.2K as of Q2 2026.
  • Osterweis Capital Management left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #217 holding.
  • Osterweis Capital Management first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • Osterweis Capital Management's Stifel position peaked at $26.5K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.