SIC
SF

SJS Investment Consulting’s Stifel SF Stock Holding History

SJS Investment Consulting’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 		$56.2K Sell
805
-471
-37% -$35.1K 0.01% 416
2026
Q1 		$94.3K Buy
1,276
+490
+62% +$38.9K 0.01% 223
2025
Q4 		$65.6K Buy
786
+339
+76% +$27.1K 0.01% 274
2025
Q3 		$33.8K Buy
447
+429
+2,383% +$32.1K ﹤0.01% 430
2025
Q2 		$1.25K Sell
18
-14
-44% -$860 ﹤0.01% 739
2025
Q1 		$1.98K Sell
32
-7
-18% -$493 ﹤0.01% 731
2024
Q4 		$2.76K Buy
39
+1
+3% +$71 ﹤0.01% 586
2024
Q3 		$2.35K Hold
38
– – ﹤0.01% 722
2024
Q2 		$2.1K Hold
38
– – ﹤0.01% 693
2024
Q1 		$1.96K Buy
38
+2
+6% +$98 ﹤0.01% 763
2023
Q4 		$1.66K Sell
36
-8
-18% -$329 ﹤0.01% 742
2023
Q3 		$1.78K Buy
44
+11
+33% +$463 ﹤0.01% 686
2023
Q2 		$1.31K Sell
33
-15
-31% -$585 ﹤0.01% 776
2023
Q1 		$1.89K Sell
48
-2
-4% -$84 ﹤0.01% 623
2022
Q4 		$1.93K Buy
50
+12
+32% +$475 ﹤0.01% 648
2022
Q3 		$1K Buy
+38
New +$1.5K ﹤0.01% 893
2022
Q1 		$0 Buy
+6
New +$288 ﹤0.01% 1259

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

SJS Investment Consulting's SF Position: Q2 2026 in Review

SJS Investment Consulting reduced its Stifel (SF) stake by 37% in Q2 2026, selling an estimated $35.1K and leaving 805 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #416.

SJS Investment Consulting first reported a position in SF in Q1 2022 and has held it in 17 quarters since. The position peaked at $94.3K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • SJS Investment Consulting held 805 shares of Stifel worth $56.2K as of Q2 2026.
  • SJS Investment Consulting sold 471 Stifel shares in Q2 2026, an estimated $35.1K.
  • Stifel made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #416 holding.
  • SJS Investment Consulting first reported a position in Stifel in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's Stifel position peaked at $94.3K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.