P
SF

&Partners’s Stifel SF Stock Holding History

&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 		$1M Sell
14,340
-855
-6% -$63.8K ﹤0.01% 1410
2026
Q1 		$1.12M Sell
15,195
-99
-0.6% -$7.86K 0.01% 1230
2025
Q4 		$1.02M Buy
15,294
+4,194
+38% +$335K 0.01% 1206
2025
Q3 		$839K Buy
11,100
+187
+2% +$14K 0.01% 1172
2025
Q2 		$754K Buy
10,913
+2,709
+33% +$166K 0.01% 1133
2025
Q1 		$513K Buy
8,204
+849
+12% +$59.9K 0.01% 1120
2024
Q4 		$529K Buy
7,355
+1,202
+20% +$85.8K 0.01% 1051
2024
Q3 		$385K Buy
+6,153
New +$351K 0.01% 986

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

&Partners's SF Position: Q2 2026 in Review

&Partners reduced its Stifel (SF) stake by 5.6% in Q2 2026, selling an estimated $63.8K and leaving 14,340 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

&Partners first reported a position in SF in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2026. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • &Partners held 14,340 shares of Stifel worth $1M as of Q2 2026.
  • &Partners sold 855 Stifel shares in Q2 2026, an estimated $63.8K.
  • Stifel made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1410 holding.
  • &Partners first reported a position in Stifel in Q3 2024 and has held it in 8 quarters since.
  • &Partners's Stifel position peaked at $1.12M in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.