R Squared’s Stifel SF Stock Holding History

R Squared’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	-3,753	Closed	-$277K	–	675
2026 Q1	$277K	Sell	3,753 -2,180	-37%	-$173K	0.15%	225
2025 Q4	$495K	Sell	5,933 -2,316	-28%	-$185K	0.23%	118
2025 Q3	$624K	Buy	+8,249	New	+$618K	0.27%	103
2025 Q1	–	Sell	-1,785	Closed	-$126K	–	1286
2024 Q4	$126K	Buy	+1,785	New	+$127K	0.12%	213

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

R Squared's SF Position: Q2 2026 in Review

R Squared sold out of Stifel (SF) in Q2 2026, closing a stake of 3,753 shares — an estimated $277K sold.

R Squared first reported a position in SF in Q4 2024 and held it in 4 quarters. The position peaked at $624K in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

R Squared reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
R Squared sold 3,753 Stifel shares in Q2 2026, an estimated $277K.
R Squared first reported a position in Stifel in Q4 2024 and held it in 4 quarters.
R Squared's Stifel position peaked at $624K in Q3 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.