SA
SF

Sanctuary Advisors’s Stifel SF Stock Holding History

Sanctuary Advisors’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 		$708K Sell
10,144
-5,266
-34% -$393K ﹤0.01% 1710
2026
Q1 		$1.14M Buy
15,410
+1,032
+7% +$82K 0.01% 1261
2025
Q4 		$1.2M Buy
14,378
+2,495
+21% +$199K 0.01% 1223
2025
Q3 		$899K Sell
11,883
-402
-3% -$30.1K 0.01% 1353
2025
Q2 		$850K Buy
12,285
+357
+3% +$21.9K 0.01% 1316
2025
Q1 		$750K Sell
11,928
-62,439
-84% -$4.4M 0.01% 1267
2024
Q4 		$5.83M Buy
74,367
+697
+0.9% +$49.8K 0.04% 461
2024
Q3 		$5.71M Buy
73,670
+1,280
+2% +$73K 0.04% 462
2024
Q2 		$3.81M Buy
+72,390
New +$3.84M 0.03% 553

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

Sanctuary Advisors's SF Position: Q2 2026 in Review

Sanctuary Advisors reduced its Stifel (SF) stake by 34% in Q2 2026, selling an estimated $393K and leaving 10,144 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Sanctuary Advisors first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.83M in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Sanctuary Advisors held 10,144 shares of Stifel worth $708K as of Q2 2026.
  • Sanctuary Advisors sold 5,266 Stifel shares in Q2 2026, an estimated $393K.
  • Stifel made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1710 holding.
  • Sanctuary Advisors first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Stifel position peaked at $5.83M in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.