Pathstone Holdings
SF icon

Pathstone Holdings’s Stifel SF Stock Holding History

Pathstone Holdings’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 		$4.06M Sell
58,239
-1,073
-2% -$80K 0.01% 739
2026
Q1 		$4.38M Sell
59,312
-3,982
-6% -$316K 0.02% 623
2025
Q4 		$5.28M Sell
63,294
-2,514
-4% -$201K 0.02% 538
2025
Q3 		$4.98M Sell
65,808
-1,143
-2% -$85.6K 0.02% 560
2025
Q2 		$4.63M Sell
66,951
-3,204
-5% -$197K 0.02% 567
2025
Q1 		$4.41M Buy
70,155
+372
+0.5% +$26.2K 0.02% 604
2024
Q4 		$4.94M Sell
69,783
-2,057
-3% -$147K 0.02% 543
2024
Q3 		$4.5M Buy
71,840
+567
+0.8% +$32.3K 0.02% 587
2024
Q2 		$4M Buy
71,273
+366
+0.5% +$19.4K 0.02% 612
2024
Q1 		$3.7M Buy
70,907
+46,085
+186% +$2.27M 0.02% 632
2023
Q4 		$1.14M Buy
+24,822
New +$1.02M 0.01% 1006

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 $3.38T AUM 44.17% 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

Pathstone Holdings's SF Position: Q2 2026 in Review

Pathstone Holdings reduced its Stifel (SF) stake by 1.8% in Q2 2026, selling an estimated $80K and leaving 58,239 shares worth $4.06M. The position accounts for 0.01% of the portfolio, ranked #739.

Pathstone Holdings first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.28M in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Pathstone Holdings held 58,239 shares of Stifel worth $4.06M as of Q2 2026.
  • Pathstone Holdings sold 1,073 Stifel shares in Q2 2026, an estimated $80K.
  • Stifel made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #739 holding.
  • Pathstone Holdings first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Stifel position peaked at $5.28M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.