RIL
SF

Rothschild Investment LLC’s Stifel SF Stock Holding History

Rothschild Investment LLC’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 		$453K Sell
6,497
-2,570
-28% -$192K 0.02% 634
2026
Q1 		$670K Buy
9,067
+4,202
+86% +$334K 0.04% 338
2025
Q4 		$406K Buy
4,865
+2,489
+105% +$199K 0.02% 423
2025
Q3 		$180K Buy
2,376
+1,198
+102% +$89.7K 0.01% 646
2025
Q2 		$81.5K Buy
1,178
+8
+0.7% +$491 0.01% 683
2025
Q1 		$73.5K Buy
1,170
+22
+2% +$1.55K ﹤0.01% 688
2024
Q4 		$81.2K Hold
1,148
– – 0.01% 682
2024
Q3 		$71.8K Hold
1,148
– – ﹤0.01% 719
2024
Q2 		$64.4K Hold
1,148
– – ﹤0.01% 707
2024
Q1 		$59.8K Hold
1,148
– – ﹤0.01% 696
2023
Q4 		$52.9K Buy
+1,148
New +$47.2K ﹤0.01% 645

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

Rothschild Investment LLC's SF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Stifel (SF) stake by 28% in Q2 2026, selling an estimated $192K and leaving 6,497 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #634.

Rothschild Investment LLC first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $670K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Rothschild Investment LLC held 6,497 shares of Stifel worth $453K as of Q2 2026.
  • Rothschild Investment LLC sold 2,570 Stifel shares in Q2 2026, an estimated $192K.
  • Stifel made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #634 holding.
  • Rothschild Investment LLC first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Stifel position peaked at $670K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.