Simplex Trading
SF

Simplex Trading’s Stifel SF Stock Holding History

Simplex Trading’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 		$319K Buy
+4,577
New +$341K ﹤0.01% 4156
2025
Q3 		– Sell
-6,434
Closed -$482K – 9956
2025
Q2 		$445K Buy
6,434
+5,267
+451% +$323K ﹤0.01% 3621
2025
Q1 		$73K Buy
+1,167
New +$82.3K ﹤0.01% 5405
2023
Q4 		– Sell
-5,006
Closed -$206K – 9718
2023
Q3 		$205K Buy
+5,006
New +$211K ﹤0.01% 4324
2022
Q1 		– Sell
-1,127
Closed -$54.1K – 11287
2021
Q4 		$52K Sell
1,127
-922
-45% -$44.8K ﹤0.01% 7219
2021
Q3 		$89K Buy
2,049
+607
+42% +$27.1K ﹤0.01% 6788
2021
Q2 		$62K Buy
+1,442
New +$64.7K ﹤0.01% 7386
2019
Q1 		– Sell
-31,266
Closed -$708K – 7762
2018
Q4 		$575K Buy
+31,266
New +$648K ﹤0.01% 2094
2016
Q1 		– Sell
-4,887
Closed -$69.4K – 6159
2015
Q4 		$92K Buy
4,887
+1,690
+53% +$32.9K 0.01% 1424
2015
Q3 		$59K Buy
+3,197
New +$72.4K ﹤0.01% 1848

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

Simplex Trading's SF Position: Q2 2026 in Review

Simplex Trading opened a new position in Stifel (SF) in Q2 2026: 4,577 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #4156 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SF as recently as Q2 2025.

Simplex Trading first reported a position in SF in Q3 2015 and has held it in 10 quarters since. The position peaked at $575K in Q4 2018. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Simplex Trading held 4,577 shares of Stifel worth $319K as of Q2 2026.
  • Stifel was a new Simplex Trading position in Q2 2026.
  • Stifel made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4156 holding.
  • Simplex Trading first reported a position in Stifel in Q3 2015 and has held it in 10 quarters since.
  • Simplex Trading's Stifel position peaked at $575K in Q4 2018.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.