RF
SF

Rossby Financial’s Stifel SF Stock Holding History

Rossby Financial’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 		$4.88K Sell
70
-1
-1% -$75 ﹤0.01% 1448
2026
Q1 		$5.25K Buy
71
+68
+2,267% +$5.4K ﹤0.01% 1480
2025
Q4 		$250 Buy
+3
New +$240 ﹤0.01% 1733

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

Rossby Financial's SF Position: Q2 2026 in Review

Rossby Financial reduced its Stifel (SF) stake by 1.4% in Q2 2026, selling an estimated $75 and leaving 70 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Rossby Financial first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.25K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Rossby Financial held 70 shares of Stifel worth $4.88K as of Q2 2026.
  • Rossby Financial sold 1 Stifel share in Q2 2026, an estimated $75.
  • Stifel made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1448 holding.
  • Rossby Financial first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Rossby Financial's Stifel position peaked at $5.25K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.