RGC
SF

Roberts, Glore & Co’s Stifel SF Stock Holding History

Roberts, Glore & Co’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 		$328K Sell
4,697
-42
-0.9% -$3.13K 0.08% 184
2026
Q1 		$350K Buy
4,739
+179
+4% +$14.2K 0.1% 159
2025
Q4 		$381K Sell
4,560
-353
-7% -$28.2K 0.1% 152
2025
Q3 		$372K Hold
4,913
– – 0.1% 157
2025
Q2 		$340K Hold
4,913
– – 0.1% 158
2025
Q1 		$309K Hold
4,913
– – 0.09% 160
2024
Q4 		$347K Sell
4,913
-300
-6% -$21.4K 0.1% 151
2024
Q3 		$326K Sell
5,213
-322
-6% -$18.4K 0.09% 161
2024
Q2 		$311K Sell
5,535
-300
-5% -$15.9K 0.09% 161
2024
Q1 		$304K Sell
5,835
-383
-6% -$18.9K 0.09% 165
2023
Q4 		$287K Sell
6,218
-135
-2% -$5.55K 0.09% 167
2023
Q3 		$260K Hold
6,353
– – 0.09% 167
2023
Q2 		$253K Sell
6,353
-55
-0.9% -$2.15K 0.08% 174
2023
Q1 		$252K Sell
6,408
-176
-3% -$7.4K 0.08% 168
2022
Q4 		$256K Sell
6,584
-127
-2% -$5.03K 0.09% 159
2022
Q3 		$232K Hold
6,711
– – 0.08% 164
2022
Q2 		$251K Hold
6,711
– – 0.08% 160
2022
Q1 		$304K Buy
6,711
+2,440
+57% +$117K 0.09% 161
2021
Q4 		$200K Buy
+4,271
New +$207K 0.05% 205
2021
Q2 		– Sell
-4,796
Closed -$205K – 201
2021
Q1 		$205K Buy
+4,796
New +$187K 0.06% 188

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

Roberts, Glore & Co's SF Position: Q2 2026 in Review

Roberts, Glore & Co reduced its Stifel (SF) stake by 0.89% in Q2 2026, selling an estimated $3.13K and leaving 4,697 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #184.

Roberts, Glore & Co first reported a position in SF in Q1 2021 and has held it in 20 quarters since. The position peaked at $381K in Q4 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Roberts, Glore & Co held 4,697 shares of Stifel worth $328K as of Q2 2026.
  • Roberts, Glore & Co sold 42 Stifel shares in Q2 2026, an estimated $3.13K.
  • Stifel made up 0.08% of Roberts, Glore & Co's portfolio in Q2 2026, its #184 holding.
  • Roberts, Glore & Co first reported a position in Stifel in Q1 2021 and has held it in 20 quarters since.
  • Roberts, Glore & Co's Stifel position peaked at $381K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.