RP
SF

Riverwater Partners’s Stifel SF Stock Holding History

Riverwater Partners’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 		$1.68M Buy
24,008
+729
+3% +$54.4K 0.5% 72
2026
Q1 		$1.72M Buy
23,279
+7,556
+48% +$600K 0.57% 62
2025
Q4 		$1.31M Buy
15,723
+2,709
+21% +$217K 0.51% 67
2025
Q3 		$984K Buy
+13,014
New +$974K 0.41% 78

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

Riverwater Partners's SF Position: Q2 2026 in Review

Riverwater Partners increased its Stifel (SF) stake by 3.1% in Q2 2026, buying an estimated $54.4K and bringing the position to 24,008 shares worth $1.68M. The position accounts for 0.5% of the portfolio, ranked #72.

Riverwater Partners first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q1 2026. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Riverwater Partners held 24,008 shares of Stifel worth $1.68M as of Q2 2026.
  • Riverwater Partners bought 729 Stifel shares in Q2 2026, an estimated $54.4K.
  • Stifel made up 0.5% of Riverwater Partners's portfolio in Q2 2026, its #72 holding.
  • Riverwater Partners first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Riverwater Partners's Stifel position peaked at $1.72M in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.