PS
SF

Principal Securities’s Stifel SF Stock Holding History

Principal Securities’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
-3,274
Closed -$242K – 1579
2026
Q1 		$242K Buy
3,274
+385
+13% +$30.6K ﹤0.01% 1305
2025
Q4 		$241K Buy
2,889
+186
+7% +$14.9K ﹤0.01% 1237
2025
Q3 		$204K Buy
2,703
+445
+20% +$33.3K ﹤0.01% 1275
2025
Q2 		$156K Sell
2,258
-205
-8% -$12.6K ﹤0.01% 1341
2025
Q1 		$174K Hold
2,463
– – ﹤0.01% 1184
2024
Q4 		$174K Buy
2,463
+225
+10% +$16.1K ﹤0.01% 1183
2024
Q3 		$140K Sell
2,238
-234
-9% -$13.3K ﹤0.01% 1240
2024
Q2 		$139K Buy
2,472
+331
+15% +$17.5K ﹤0.01% 1194
2024
Q1 		$112K Sell
2,141
-15
-0.7% -$739 ﹤0.01% 1238
2023
Q4 		$99.4K Buy
+2,156
New +$88.7K ﹤0.01% 1195

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

Principal Securities's SF Position: Q2 2026 in Review

Principal Securities sold out of Stifel (SF) in Q2 2026, closing a stake of 3,274 shares — an estimated $242K sold.

Principal Securities first reported a position in SF in Q4 2023 and held it in 10 quarters. The position peaked at $242K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Principal Securities reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Principal Securities sold 3,274 Stifel shares in Q2 2026, an estimated $242K.
  • Principal Securities first reported a position in Stifel in Q4 2023 and held it in 10 quarters.
  • Principal Securities's Stifel position peaked at $242K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.