Rehmann Capital Advisory Group’s Stifel SF Stock Holding History

Rehmann Capital Advisory Group’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	$583K	Buy	8,349 +411	+5%	+$30.6K	0.03%	384
2026 Q1	$587K	Buy	7,938 +135	+2%	+$10.7K	0.03%	359
2025 Q4	$653K	Buy	7,803 +222	+3%	+$17.7K	0.03%	335
2025 Q3	$574K	Buy	7,581 +925	+14%	+$69.3K	0.03%	356
2025 Q2	$461K	Buy	6,656 +816	+14%	+$50.1K	0.03%	371
2025 Q1	$367K	Buy	5,840 +492	+9%	+$34.7K	0.02%	434
2024 Q4	$378K	Buy	5,348 +497	+10%	+$35.5K	0.02%	414
2024 Q3	$306K	Buy	4,851 +226	+5%	+$12.9K	0.02%	460
2024 Q2	$259K	Sell	4,625 -87	-2%	-$4.61K	0.02%	490
2024 Q1	$246K	Buy	+4,712	New	+$232K	0.02%	506
2019 Q3	$66.6K	Sell	2,610 -18	-0.7%	-$452	0.01%	548
2019 Q2	$69K	Buy	2,628 +47	+2%	+$1.2K	0.01%	725
2019 Q1	$60.6K	Sell	2,581 -119	-4%	-$2.69K	0.01%	751
2018 Q4	$49.7K	Sell	2,700 -450	-14%	-$9.32K	0.01%	590
2018 Q3	$71.8K	Sell	3,150 -149	-5%	-$3.59K	0.01%	680
2018 Q2	$76.6K	Buy	3,299 +279	+9%	+$7.26K	0.01%	642
2018 Q1	$80K	Buy	+3,020	New	+$85.6K	0.01%	611

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

Rehmann Capital Advisory Group's SF Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its Stifel (SF) stake by 5.2% in Q2 2026, buying an estimated $30.6K and bringing the position to 8,349 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #384.

Rehmann Capital Advisory Group first reported a position in SF in Q1 2018 and has held it in 17 quarters since. The position peaked at $653K in Q4 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Rehmann Capital Advisory Group held 8,349 shares of Stifel worth $583K as of Q2 2026.
Rehmann Capital Advisory Group bought 411 Stifel shares in Q2 2026, an estimated $30.6K.
Stifel made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #384 holding.
Rehmann Capital Advisory Group first reported a position in Stifel in Q1 2018 and has held it in 17 quarters since.
Rehmann Capital Advisory Group's Stifel position peaked at $653K in Q4 2025.
594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.