PCA
SF

Pallas Capital Advisors’s Stifel SF Stock Holding History

Pallas Capital Advisors’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 		$846K Sell
12,124
-2,674
-18% -$199K 0.03% 410
2026
Q1 		$1.09M Buy
14,798
+764
+5% +$60.7K 0.04% 307
2025
Q4 		$1.17M Buy
14,034
+3,414
+32% +$273K 0.04% 325
2025
Q3 		$803K Buy
10,620
+109
+1% +$8.16K 0.03% 392
2025
Q2 		$727K Buy
10,511
+602
+6% +$37K 0.03% 402
2025
Q1 		$623K Buy
+9,909
New +$699K 0.03% 406

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

Pallas Capital Advisors's SF Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Stifel (SF) stake by 18% in Q2 2026, selling an estimated $199K and leaving 12,124 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #410.

Pallas Capital Advisors first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Pallas Capital Advisors held 12,124 shares of Stifel worth $846K as of Q2 2026.
  • Pallas Capital Advisors sold 2,674 Stifel shares in Q2 2026, an estimated $199K.
  • Stifel made up 0.03% of Pallas Capital Advisors's portfolio in Q2 2026, its #410 holding.
  • Pallas Capital Advisors first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Pallas Capital Advisors's Stifel position peaked at $1.17M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.