SGK
SF

Steigerwald Gordon & Koch’s Stifel SF Stock Holding History

Steigerwald Gordon & Koch’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 		$3.84K Hold
55
– – ﹤0.01% 641
2026
Q1 		$4.07K Sell
55
-1
-2% -$79 ﹤0.01% 634
2025
Q4 		$4.63K Hold
56
– – ﹤0.01% 692
2025
Q3 		$4.2K Buy
+56
New +$4.19K ﹤0.01% 652

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

Steigerwald Gordon & Koch's SF Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Stifel (SF) position steady in Q2 2026 at 55 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Steigerwald Gordon & Koch first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.63K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Steigerwald Gordon & Koch held 55 shares of Stifel worth $3.84K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #641 holding.
  • Steigerwald Gordon & Koch first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Stifel position peaked at $4.63K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.