SOW
SF

State of Wyoming’s Stifel SF Stock Holding History

State of Wyoming’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 		– Sell
-1,654
Closed -$122K – 2199
2026
Q1 		$122K Sell
1,654
-20
-1% -$1.59K 0.01% 1218
2025
Q4 		$140K Sell
1,674
-453
-21% -$36.2K 0.02% 1163
2025
Q3 		$161K Buy
2,127
+168
+9% +$12.6K 0.02% 1082
2025
Q2 		$136K Sell
1,959
-2,885
-60% -$177K 0.02% 1144
2025
Q1 		$304K Buy
4,844
+2,228
+85% +$157K 0.04% 544
2024
Q4 		$185K Sell
2,616
-41
-2% -$2.93K 0.02% 885
2024
Q3 		$166K Buy
2,657
+216
+9% +$12.3K 0.02% 825
2024
Q2 		$137K Buy
2,441
+269
+12% +$14.3K 0.02% 834
2024
Q1 		$113K Sell
2,172
-141
-6% -$6.94K 0.02% 928
2023
Q4 		$107K Buy
2,313
+289
+14% +$11.9K 0.02% 939
2023
Q3 		$82.9K Buy
2,024
+662
+49% +$27.9K 0.02% 988
2023
Q2 		$54.2K Buy
1,362
+354
+35% +$13.8K 0.02% 1128
2023
Q1 		$39.7K Buy
1,008
+28
+3% +$1.18K 0.01% 1169
2022
Q4 		$38.1K Sell
980
-22
-2% -$870 0.01% 1141
2022
Q3 		$35K Sell
1,002
-24
-2% -$945 0.02% 1144
2022
Q2 		$38K Sell
1,026
-153
-13% -$6.35K 0.02% 1113
2022
Q1 		$53K Sell
1,179
-1,433
-55% -$68.8K 0.03% 1024
2021
Q4 		$122K Buy
2,612
+1,373
+111% +$66.7K 0.06% 486
2021
Q3 		$56K Sell
1,239
-897
-42% -$40K 0.04% 729
2021
Q2 		$92K Buy
+2,136
New +$95.8K 0.06% 485

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

State of Wyoming's SF Position: Q2 2026 in Review

State of Wyoming sold out of Stifel (SF) in Q2 2026, closing a stake of 1,654 shares — an estimated $122K sold.

State of Wyoming first reported a position in SF in Q2 2021 and held it in 20 quarters. The position peaked at $304K in Q1 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • State of Wyoming reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • State of Wyoming sold 1,654 Stifel shares in Q2 2026, an estimated $122K.
  • State of Wyoming first reported a position in Stifel in Q2 2021 and held it in 20 quarters.
  • State of Wyoming's Stifel position peaked at $304K in Q1 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.