SS
SF

SBI Securities’s Stifel SF Stock Holding History

SBI Securities’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 		$70 Hold
1
– – ﹤0.01% 3600
2026
Q1 		$74 Sell
1
-1
-50% -$79 ﹤0.01% 3492
2025
Q4 		$125 Hold
2
– – ﹤0.01% 3348
2025
Q3 		$113 Hold
2
– – ﹤0.01% 3485
2025
Q2 		$104 Hold
2
– – ﹤0.01% 3525
2025
Q1 		$94 Hold
2
– – ﹤0.01% 3461
2024
Q4 		$106 Buy
+2
New +$143 ﹤0.01% 3436

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

SBI Securities's SF Position: Q2 2026 in Review

SBI Securities held its Stifel (SF) position steady in Q2 2026 at 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

SBI Securities first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $125 in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • SBI Securities held 1 share of Stifel worth $70 as of Q2 2026.
  • SBI Securities left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3600 holding.
  • SBI Securities first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Stifel position peaked at $125 in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.