PH
SF

Pinnacle Holdings’s Stifel SF Stock Holding History

Pinnacle 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 		$47.4K Hold
679
– – 0.01% 195
2026
Q1 		$50.2K Sell
679
-2
-0.3% -$159 0.02% 194
2025
Q4 		$56.9K Buy
681
+255
+60% +$20.4K 0.02% 190
2025
Q3 		$32.2K Buy
+426
New +$31.9K 0.01% 216

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

Pinnacle Holdings's SF Position: Q2 2026 in Review

Pinnacle Holdings held its Stifel (SF) position steady in Q2 2026 at 679 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #195.

Pinnacle Holdings first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $56.9K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Pinnacle Holdings held 679 shares of Stifel worth $47.4K as of Q2 2026.
  • Pinnacle Holdings left its Stifel share count unchanged in Q2 2026.
  • Stifel made up 0.01% of Pinnacle Holdings's portfolio in Q2 2026, its #195 holding.
  • Pinnacle Holdings first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Holdings's Stifel position peaked at $56.9K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.