SAM
SF

Smartleaf Asset Management’s Stifel SF Stock Holding History

Smartleaf Asset Management’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 		$57.5K Hold
846
– – ﹤0.01% 1444
2026
Q1 		$60.8K Sell
846
-312
-27% -$24.8K ﹤0.01% 1352
2025
Q4 		$98K Sell
1,158
-128
-10% -$10.2K ﹤0.01% 1191
2025
Q3 		$98.5K Buy
1,286
+749
+139% +$56.1K 0.01% 1081
2025
Q2 		$37.1K Sell
537
-213
-28% -$13.1K ﹤0.01% 1287
2025
Q1 		$46.9K Sell
750
-42
-5% -$2.96K ﹤0.01% 1174
2024
Q4 		$56K Buy
792
+166
+27% +$11.9K 0.01% 1125
2024
Q3 		$39.1K Buy
626
+183
+41% +$10.4K ﹤0.01% 1004
2024
Q2 		$23.8K Buy
443
+356
+409% +$18.9K ﹤0.01% 971
2024
Q1 		$4.45K Buy
+87
New +$4.28K ﹤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

Smartleaf Asset Management's SF Position: Q2 2026 in Review

Smartleaf Asset Management held its Stifel (SF) position steady in Q2 2026 at 846 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Smartleaf Asset Management first reported a position in SF in Q1 2024 and has held it in 10 quarters since. The position peaked at $98.5K in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Smartleaf Asset Management held 846 shares of Stifel worth $57.5K as of Q2 2026.
  • Smartleaf Asset Management left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1444 holding.
  • Smartleaf Asset Management first reported a position in Stifel in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Stifel position peaked at $98.5K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.