S
SF

Sachetta’s Stifel SF Stock Holding History

Sachetta’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 		$2.09K Hold
30
– – ﹤0.01% 827
2026
Q1 		$2.22K Sell
30
-9
-23% -$715 ﹤0.01% 873
2025
Q4 		$3.26K Hold
39
– – ﹤0.01% 645
2025
Q3 		$2.95K Hold
39
– – ﹤0.01% 726
2025
Q2 		$2.7K Buy
39
+24
+160% +$1.47K ﹤0.01% 734
2025
Q1 		$943 Hold
15
– – ﹤0.01% 944
2024
Q4 		$1.06K Sell
15
-59
-80% -$4.21K ﹤0.01% 981
2024
Q3 		$4.6K Hold
74
– – ﹤0.01% 644
2024
Q2 		$4.3K Buy
74
+15
+25% +$795 ﹤0.01% 622
2024
Q1 		$2.7K Hold
59
– – ﹤0.01% 657
2023
Q4 		$2.7K Buy
+59
New +$2.43K ﹤0.01% 657

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

Sachetta's SF Position: Q2 2026 in Review

Sachetta held its Stifel (SF) position steady in Q2 2026 at 30 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Sachetta first reported a position in SF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.6K in Q3 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Sachetta held 30 shares of Stifel worth $2.09K as of Q2 2026.
  • Sachetta left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #827 holding.
  • Sachetta first reported a position in Stifel in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Stifel position peaked at $4.6K in Q3 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.