Stifel Financial
ACH

Stifel Financial’s Accendra Health ACH Stock Holding History

Stifel Financial’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.8K Hold
13,987
– – ﹤0.01% 3662
2026
Q1 		$31.9K Buy
+13,987
New +$32.2K ﹤0.01% 3597
2024
Q2 		– Sell
-8,188
Closed -$227K – 3432
2024
Q1 		$227K Buy
+8,188
New +$182K ﹤0.01% 3040
2023
Q3 		– Sell
-11,466
Closed -$218K – 3372
2023
Q2 		$218K Sell
11,466
-327
-3% -$5.83K ﹤0.01% 2997
2023
Q1 		$172K Buy
11,793
+147
+1% +$2.63K ﹤0.01% 3087
2022
Q4 		$227K Buy
11,646
+604
+5% +$11.8K ﹤0.01% 2919
2022
Q3 		$266K Sell
11,042
-24
-0.2% -$740 ﹤0.01% 2802
2022
Q2 		$348K Buy
11,066
+756
+7% +$27.4K ﹤0.01% 2668
2022
Q1 		$454K Sell
10,310
-684
-6% -$29.4K ﹤0.01% 2628
2021
Q4 		$478K Buy
10,994
+41
+0.4% +$1.61K ﹤0.01% 2614
2021
Q3 		$343K Buy
10,953
+554
+5% +$21.8K ﹤0.01% 2814
2021
Q2 		$440K Buy
10,399
+405
+4% +$15.8K ﹤0.01% 2656
2021
Q1 		$376K Sell
9,994
-50,523
-83% -$1.58M ﹤0.01% 2660
2020
Q4 		$1.64M Buy
60,517
+51,619
+580% +$1.33M ﹤0.01% 1516
2020
Q3 		$223K Sell
8,898
-12,277
-58% -$179K ﹤0.01% 2564
2020
Q2 		$161K Sell
21,175
-4,056
-16% -$29.7K ﹤0.01% 2636
2020
Q1 		$231K Buy
25,231
+4,356
+21% +$26.3K ﹤0.01% 2354
2019
Q4 		$108K Sell
20,875
-200
-0.9% -$1.28K ﹤0.01% 2886
2019
Q3 		$124K Buy
21,075
+200
+1% +$897 ﹤0.01% 2738
2019
Q2 		$67K Hold
20,875
– – ﹤0.01% 2848
2019
Q1 		$86K Sell
20,875
-4,412
-17% -$27.9K ﹤0.01% 2712
2018
Q4 		$160K Sell
25,287
-29,016
-53% -$301K ﹤0.01% 2502
2018
Q3 		$903K Buy
54,303
+28,852
+113% +$490K ﹤0.01% 1742
2018
Q2 		$427K Buy
25,451
+2,954
+13% +$47.8K ﹤0.01% 2101
2018
Q1 		$350K Sell
22,497
-59,751
-73% -$1.07M ﹤0.01% 2166
2017
Q4 		$1.55M Buy
+82,248
New +$1.82M ﹤0.01% 1280
2017
Q3 		– Sell
-10,285
Closed -$332K – 2627
2017
Q2 		$332K Buy
10,285
+4,433
+76% +$145K ﹤0.01% 2078
2017
Q1 		$202K Buy
+5,852
New +$209K ﹤0.01% 2321
2016
Q4 		– Sell
-43,345
Closed -$1.49M – 2529
2016
Q3 		$1.49M Buy
43,345
+31,984
+282% +$1.12M 0.01% 1129
2016
Q2 		$425K Buy
+11,361
New +$427K ﹤0.01% 1856
2015
Q4 		– Sell
-23,563
Closed -$752K – 2380
2015
Q3 		$752K Buy
23,563
+10,041
+74% +$342K ﹤0.01% 1344
2015
Q2 		$459K Sell
13,522
-5,699
-30% -$192K ﹤0.01% 1727
2015
Q1 		$650K Buy
19,221
+150
+0.8% +$5.22K ﹤0.01% 1490
2014
Q4 		$670K Sell
19,071
-7,057
-27% -$238K ﹤0.01% 1473
2014
Q3 		$855K Sell
26,128
-42
-0.2% -$1.43K 0.01% 1219
2014
Q2 		$889K Sell
26,170
-10,406
-28% -$357K 0.01% 1182
2014
Q1 		$1.28M Buy
+36,576
New +$1.29M 0.01% 930

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Stifel Financial's ACH Position: Q2 2026 in Review

Stifel Financial held its Accendra Health (ACH) position steady in Q2 2026 at 13,987 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

Stifel Financial first reported a position in ACH in Q1 2014 and has held it in 37 quarters since. The position peaked at $1.64M in Q4 2020. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

  • Stifel Financial held 13,987 shares of Accendra Health worth $47.8K as of Q2 2026.
  • Stifel Financial left its Accendra Health share count unchanged in Q2 2026.
  • Accendra Health made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3662 holding.
  • Stifel Financial first reported a position in Accendra Health in Q1 2014 and has held it in 37 quarters since.
  • Stifel Financial's Accendra Health position peaked at $1.64M in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.