Rockefeller Capital Management’s Stifel SF Stock Holding History

Rockefeller Capital Management’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	$1.03M	Sell	14,778 -781	-5%	-$58.2K	﹤0.01%	1678
2026 Q1	$1.15M	Buy	15,559 +565	+4%	+$44.9K	﹤0.01%	1548
2025 Q4	$1.25M	Buy	14,994 +2,754	+23%	+$220K	﹤0.01%	1462
2025 Q3	$926K	Buy	+12,240	New	+$916K	﹤0.01%	1455
2023 Q3	–	Sell	-10,212	Closed	-$406K	–	1777
2023 Q2	$406K	Buy	10,212 +3,177	+45%	+$124K	﹤0.01%	1417
2023 Q1	$276K	Buy	7,035 +3,792	+117%	+$159K	﹤0.01%	1629
2022 Q4	$125K	Sell	3,243 -102	-3%	-$4.04K	﹤0.01%	1910
2022 Q3	$115K	Buy	3,345 +1,405	+72%	+$55.3K	﹤0.01%	1919
2022 Q2	$72K	Sell	1,940 -196	-9%	-$8.14K	﹤0.01%	2110
2022 Q1	$95K	Sell	2,136 -128	-6%	-$6.15K	﹤0.01%	2009
2021 Q4	$106K	Buy	2,264 +525	+30%	+$25.5K	﹤0.01%	1917
2021 Q3	$77K	Sell	1,739 -70	-4%	-$3.12K	﹤0.01%	1973
2021 Q2	$77K	Buy	1,809 +1,237	+216%	+$55.5K	﹤0.01%	1904
2021 Q1	$23K	Buy	572 +200	+54%	+$7.79K	﹤0.01%	2226
2020 Q4	$12K	Buy	372 +147	+65%	+$4.36K	﹤0.01%	2186
2020 Q3	$5K	Sell	225 -182	-45%	-$4.06K	﹤0.01%	2240
2020 Q2	$9K	Buy	407 +182	+81%	+$3.66K	﹤0.01%	1932
2020 Q1	$4K	Hold	225	–	–	﹤0.01%	2032
2019 Q4	$6K	Hold	225	–	–	﹤0.01%	1751
2019 Q3	$6K	Buy	+225	New	+$5.65K	﹤0.01%	1584
2019 Q2	–	Sell	-1,955	Closed	-$46K	–	1927
2019 Q1	$46K	Buy	1,955 +1,539	+370%	+$34.9K	﹤0.01%	946
2018 Q4	$8K	Hold	416	–	–	﹤0.01%	741
2018 Q3	$9K	Hold	416	–	–	﹤0.01%	599
2018 Q2	$10K	Buy	+416	New	+$10.8K	﹤0.01%	603

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's SF Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Stifel (SF) stake by 5% in Q2 2026, selling an estimated $58.2K and leaving 14,778 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Rockefeller Capital Management first reported a position in SF in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.25M in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Rockefeller Capital Management held 14,778 shares of Stifel worth $1.03M as of Q2 2026.
Rockefeller Capital Management sold 781 Stifel shares in Q2 2026, an estimated $58.2K.
Stifel made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1678 holding.
Rockefeller Capital Management first reported a position in Stifel in Q2 2018 and has held it in 24 quarters since.
Rockefeller Capital Management's Stifel position peaked at $1.25M in Q4 2025.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.