PAS
SF

Park Avenue Securities’s Stifel SF Stock Holding History

Park Avenue Securities’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 		$1.77M Sell
25,413
-354
-1% -$26.4K 0.01% 725
2026
Q1 		$1.91M Sell
25,767
-1,872
-7% -$149K 0.01% 573
2025
Q4 		$2.31M Sell
27,639
-783
-3% -$62.6K 0.02% 502
2025
Q3 		$2.15M Sell
28,422
-282
-1% -$21.1K 0.02% 558
2025
Q2 		$1.99M Buy
28,704
+582
+2% +$35.7K 0.02% 526
2025
Q1 		$1.77M Buy
28,122
+246
+0.9% +$17.3K 0.02% 429
2024
Q4 		$1.97M Buy
27,876
+6,619
+31% +$473K 0.02% 484
2024
Q3 		$1.33M Sell
21,257
-4,924
-19% -$281K 0.02% 564
2024
Q2 		$1.47M Buy
26,181
+643
+3% +$34.1K 0.02% 513
2024
Q1 		$1.33M Sell
25,538
-67
-0.3% -$3.3K 0.02% 535
2023
Q4 		$1.18M Sell
25,605
-272
-1% -$11.2K 0.02% 543
2023
Q3 		$1.06M Buy
25,877
+44
+0.2% +$1.85K 0.02% 539
2023
Q2 		$1.03M Buy
25,833
+1,917
+8% +$74.8K 0.02% 470
2023
Q1 		$942K Buy
23,916
+6,718
+39% +$282K 0.02% 479
2022
Q4 		$669K Buy
17,198
+1,059
+7% +$41.9K 0.01% 673
2022
Q3 		$559K Buy
16,139
+618
+4% +$24.3K 0.01% 670
2022
Q2 		$580K Buy
15,521
+2,688
+21% +$112K 0.01% 664
2022
Q1 		$581K Buy
12,833
+869
+7% +$41.7K 0.01% 683
2021
Q4 		$562K Buy
11,964
+1,548
+15% +$75.2K 0.01% 662
2021
Q3 		$472K Buy
10,416
+159
+2% +$7.09K 0.01% 662
2021
Q2 		$443K Buy
10,257
+397
+4% +$17.8K 0.01% 684
2021
Q1 		$421K Buy
9,860
+1,179
+14% +$45.9K 0.01% 637
2020
Q4 		$292K Buy
+8,681
New +$258K 0.01% 697

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

Park Avenue Securities's SF Position: Q2 2026 in Review

Park Avenue Securities reduced its Stifel (SF) stake by 1.4% in Q2 2026, selling an estimated $26.4K and leaving 25,413 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #725.

Park Avenue Securities first reported a position in SF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.31M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Park Avenue Securities held 25,413 shares of Stifel worth $1.77M as of Q2 2026.
  • Park Avenue Securities sold 354 Stifel shares in Q2 2026, an estimated $26.4K.
  • Stifel made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #725 holding.
  • Park Avenue Securities first reported a position in Stifel in Q4 2020 and has held it in 23 quarters since.
  • Park Avenue Securities's Stifel position peaked at $2.31M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.