SRC
SF icon

Sage Rhino Capital’s Stifel SF Stock Holding History

Sage Rhino Capital’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 		– Sell
-2,737
Closed -$202K – 413
2026
Q1 		$202K Buy
2,737
+98
+4% +$7.78K 0.04% 298
2025
Q4 		$220K Buy
+2,639
New +$211K 0.04% 250
2025
Q1 		– Sell
-2,970
Closed -$210K – 289
2024
Q4 		$210K Buy
+2,970
New +$212K 0.05% 236

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 $3.38T AUM 44.17% 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

Sage Rhino Capital's SF Position: Q2 2026 in Review

Sage Rhino Capital sold out of Stifel (SF) in Q2 2026, closing a stake of 2,737 shares — an estimated $202K sold.

Sage Rhino Capital first reported a position in SF in Q4 2024 and held it in 3 quarters. The position peaked at $220K in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Sage Rhino Capital reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Sage Rhino Capital sold 2,737 Stifel shares in Q2 2026, an estimated $202K.
  • Sage Rhino Capital first reported a position in Stifel in Q4 2024 and held it in 3 quarters.
  • Sage Rhino Capital's Stifel position peaked at $220K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.