PIP
SF

Palisades Investment Partners’s Stifel SF Stock Holding History

Palisades Investment Partners’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 		$3.5M Buy
50,146
+1,142
+2% +$85.1K 1% 35
2026
Q1 		$3.62M Buy
49,004
+3,738
+8% +$297K 1.42% 33
2025
Q4 		$3.78M Buy
45,266
+1,053
+2% +$84.2K 1.43% 29
2025
Q3 		$3.34M Buy
44,213
+201
+0.5% +$15K 1.31% 28
2025
Q2 		$3.05M Sell
44,012
-1,233
-3% -$75.7K 1.33% 28
2025
Q1 		$2.84M Buy
45,245
+659
+1% +$46.5K 1.43% 26
2024
Q4 		$3.15M Buy
44,586
+3,769
+9% +$269K 1.33% 26
2024
Q3 		$2.56M Buy
40,817
+2,469
+6% +$141K 1.11% 31
2024
Q2 		$2.15M Buy
+38,348
New +$2.03M 1.07% 31

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

Palisades Investment Partners's SF Position: Q2 2026 in Review

Palisades Investment Partners increased its Stifel (SF) stake by 2.3% in Q2 2026, buying an estimated $85.1K and bringing the position to 50,146 shares worth $3.5M. The position accounts for 1% of the portfolio, ranked #35.

Palisades Investment Partners first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.78M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Palisades Investment Partners held 50,146 shares of Stifel worth $3.5M as of Q2 2026.
  • Palisades Investment Partners bought 1,142 Stifel shares in Q2 2026, an estimated $85.1K.
  • Stifel made up 1% of Palisades Investment Partners's portfolio in Q2 2026, its #35 holding.
  • Palisades Investment Partners first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • Palisades Investment Partners's Stifel position peaked at $3.78M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.