Sterling Capital Management’s Stifel SF Stock Holding History

Sterling Capital 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	$313K	Sell	4,485 -490	-10%	-$36.5K	0.01%	1037
2026 Q1	$368K	Sell	4,975 -3,815	-43%	-$303K	0.01%	909
2025 Q4	$734K	Sell	8,790 -476	-5%	-$38K	0.01%	758
2025 Q3	$701K	Sell	9,266 -840	-8%	-$62.9K	0.01%	778
2025 Q2	$699K	Buy	10,106 +1,827	+22%	+$112K	0.01%	767
2025 Q1	$520K	Sell	8,279 -546	-6%	-$38.5K	0.01%	832
2024 Q4	$624K	Buy	8,825 +3,146	+55%	+$225K	0.01%	791
2024 Q3	$356K	Buy	+5,679	New	+$324K	﹤0.01%	1059
2019 Q3	$1.95M	Buy	+76,430	New	+$1.92M	0.02%	418
2018 Q3	–	Sell	-61,931	Closed	-$1.44M	–	908
2018 Q2	$1.44M	Sell	61,931 -61	-0.1%	-$1.59K	0.01%	497
2018 Q1	$1.63M	Buy	+61,992	New	+$1.76M	0.02%	451

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sterling Capital Management's SF Position: Q2 2026 in Review

Sterling Capital Management reduced its Stifel (SF) stake by 9.8% in Q2 2026, selling an estimated $36.5K and leaving 4,485 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1037.

Sterling Capital Management first reported a position in SF in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.95M in Q3 2019. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Sterling Capital Management held 4,485 shares of Stifel worth $313K as of Q2 2026.
Sterling Capital Management sold 490 Stifel shares in Q2 2026, an estimated $36.5K.
Stifel made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1037 holding.
Sterling Capital Management first reported a position in Stifel in Q1 2018 and has held it in 11 quarters since.
Sterling Capital Management's Stifel position peaked at $1.95M in Q3 2019.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.