PAP
SF

Persistent Asset Partners’s Stifel SF Stock Holding History

Persistent Asset 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 		– Sell
-11,994
Closed -$887K – 895
2026
Q1 		$887K Sell
11,994
-4,847
-29% -$385K 0.33% 76
2025
Q4 		$1.41M Buy
16,841
+1,842
+12% +$147K 0.63% 39
2025
Q3 		$1.13M Buy
14,999
+7,962
+113% +$596K 0.78% 39
2025
Q2 		$487K Buy
+7,037
New +$432K 0.36% 78

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

Persistent Asset Partners's SF Position: Q2 2026 in Review

Persistent Asset Partners sold out of Stifel (SF) in Q2 2026, closing a stake of 11,994 shares — an estimated $887K sold.

Persistent Asset Partners first reported a position in SF in Q2 2025 and held it in 4 quarters. The position peaked at $1.41M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Persistent Asset Partners reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Persistent Asset Partners sold 11,994 Stifel shares in Q2 2026, an estimated $887K.
  • Persistent Asset Partners first reported a position in Stifel in Q2 2025 and held it in 4 quarters.
  • Persistent Asset Partners's Stifel position peaked at $1.41M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Persistent Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.