Princeton Capital Management’s Stifel SF Stock Holding History

Princeton Capital Management’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	$349K	Buy	5,000 +1,700	+52%	+$127K	0.08%	108
2026 Q1	$244K	Hold	3,300	–	–	0.07%	126
2025 Q4	$275K	Hold	3,300	–	–	0.07%	118
2025 Q3	$250K	Hold	3,300	–	–	0.07%	124
2025 Q2	$228K	Buy	+3,300	New	+$203K	0.07%	116

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Princeton Capital Management's SF Position: Q2 2026 in Review

Princeton Capital Management increased its Stifel (SF) stake by 52% in Q2 2026, buying an estimated $127K and bringing the position to 5,000 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #108.

Princeton Capital Management first reported a position in SF in Q2 2025 and has held it in 5 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Princeton Capital Management held 5,000 shares of Stifel worth $349K as of Q2 2026.
Princeton Capital Management bought 1,700 Stifel shares in Q2 2026, an estimated $127K.
Stifel made up 0.08% of Princeton Capital Management's portfolio in Q2 2026, its #108 holding.
Princeton Capital Management first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.