SL
SF

Salomon & Ludwin’s Stifel SF Stock Holding History

Salomon & Ludwin’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 		$18.6K Hold
259
– – ﹤0.01% 1203
2026
Q1 		$19.2K Sell
259
-1
-0.4% -$79 ﹤0.01% 1119
2025
Q4 		$23K Hold
260
– – ﹤0.01% 799
2025
Q3 		$19.3K Buy
+260
New +$19.5K ﹤0.01% 838

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

Salomon & Ludwin's SF Position: Q2 2026 in Review

Salomon & Ludwin held its Stifel (SF) position steady in Q2 2026 at 259 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Salomon & Ludwin first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $23K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Salomon & Ludwin held 259 shares of Stifel worth $18.6K as of Q2 2026.
  • Salomon & Ludwin left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1203 holding.
  • Salomon & Ludwin first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Stifel position peaked at $23K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.