Ray Dalio
SF

Ray Dalio’s Stifel SF Stock Holding History

Ray Dalio’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
Q1 		$3.05M Sell
41,281
-35,207
-46% -$2.8M 0.01% 546
2025
Q4 		$6.39M Buy
76,488
+19,596
+34% +$1.57M 0.02% 462
2025
Q3 		$4.3M Buy
56,892
+36,241
+175% +$2.71M 0.02% 525
2025
Q2 		$1.43M Sell
20,651
-68,041
-77% -$4.18M 0.01% 445
2025
Q1 		$5.57M Buy
88,692
+83,886
+1,745% +$5.91M 0.03% 339
2024
Q4 		$340K Sell
4,806
-11,418
-70% -$815K ﹤0.01% 615
2024
Q3 		$1.02M Sell
16,224
-4,722
-23% -$269K 0.01% 599
2024
Q2 		$1.18M Buy
+20,946
New +$1.11M 0.01% 634
2024
Q1 		– Sell
-19,064
Closed -$879K – 785
2023
Q4 		$879K Sell
19,064
-37,003
-66% -$1.52M ﹤0.01% 653
2023
Q3 		$2.3M Buy
+56,067
New +$2.36M 0.01% 482

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ray Dalio's SF Position: Q1 2026 in Review

Ray Dalio reduced its Stifel (SF) stake by 46% in Q1 2026, selling an estimated $2.8M and leaving 41,281 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #546.

Ray Dalio first reported a position in SF in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.39M in Q4 2025. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Ray Dalio held 41,281 shares of Stifel worth $3.05M as of Q1 2026.
  • Ray Dalio sold 35,207 Stifel shares in Q1 2026, an estimated $2.8M.
  • Stifel made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #546 holding.
  • Ray Dalio first reported a position in Stifel in Q3 2023 and has held it in 10 quarters since.
  • Ray Dalio's Stifel position peaked at $6.39M in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.