SI
SF

Stephens Inc’s Stifel SF Stock Holding History

Stephens Inc’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 		$304K Buy
4,355
+163
+4% +$12.2K ﹤0.01% 1069
2026
Q1 		$310K Sell
4,192
-1
-0% -$79 ﹤0.01% 1024
2025
Q4 		$350K Hold
4,193
– – ﹤0.01% 978
2025
Q3 		$317K Hold
4,193
– – ﹤0.01% 1025
2025
Q2 		$290K Hold
4,193
– – ﹤0.01% 1024
2025
Q1 		$263K Hold
4,193
– – ﹤0.01% 1043
2024
Q4 		$296K Hold
4,193
– – ﹤0.01% 1021
2024
Q3 		$262K Hold
4,193
– – ﹤0.01% 1081
2024
Q2 		$235K Hold
4,193
– – ﹤0.01% 1098
2024
Q1 		$218K Buy
+4,193
New +$206K ﹤0.01% 1129

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

Stephens Inc's SF Position: Q2 2026 in Review

Stephens Inc increased its Stifel (SF) stake by 3.9% in Q2 2026, buying an estimated $12.2K and bringing the position to 4,355 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Stephens Inc first reported a position in SF in Q1 2024 and has held it in 10 quarters since. The position peaked at $350K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Stephens Inc held 4,355 shares of Stifel worth $304K as of Q2 2026.
  • Stephens Inc bought 163 Stifel shares in Q2 2026, an estimated $12.2K.
  • Stifel made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1069 holding.
  • Stephens Inc first reported a position in Stifel in Q1 2024 and has held it in 10 quarters since.
  • Stephens Inc's Stifel position peaked at $350K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.