Stifel Financial
DOCS icon

Stifel Financial’s Doximity DOCS Stock Holding History

Stifel Financial’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$387K Sell
18,673
-28,997
-61% -$641K ﹤0.01% 3136
2026
Q1 		$1.11M Sell
47,670
-1,839
-4% -$57.3K ﹤0.01% 2391
2025
Q4 		$2.19M Sell
49,509
-48,864
-50% -$2.74M ﹤0.01% 1859
2025
Q3 		$7.2M Buy
98,373
+50,370
+105% +$3.28M 0.01% 1111
2025
Q2 		$2.94M Sell
48,003
-1,526
-3% -$85.1K ﹤0.01% 1569
2025
Q1 		$2.87M Sell
49,529
-2,373
-5% -$150K ﹤0.01% 1506
2024
Q4 		$2.77M Buy
51,902
+2,228
+4% +$109K ﹤0.01% 1562
2024
Q3 		$2.16M Sell
49,674
-1,937
-4% -$64.6K ﹤0.01% 1715
2024
Q2 		$1.44M Sell
51,611
-26,481
-34% -$698K ﹤0.01% 1945
2024
Q1 		$2.1M Sell
78,092
-8,030
-9% -$229K ﹤0.01% 1687
2023
Q4 		$2.41M Buy
86,122
+9,850
+13% +$233K ﹤0.01% 1541
2023
Q3 		$1.62M Sell
76,272
-16,734
-18% -$457K ﹤0.01% 1733
2023
Q2 		$3.16M Buy
93,006
+3,443
+4% +$115K ﹤0.01% 1320
2023
Q1 		$2.9M Buy
89,563
+16,089
+22% +$534K ﹤0.01% 1340
2022
Q4 		$2.47M Sell
73,474
-174
-0.2% -$5.31K ﹤0.01% 1366
2022
Q3 		$2.23M Buy
73,648
+5,699
+8% +$209K ﹤0.01% 1397
2022
Q2 		$2.37M Buy
67,949
+8,867
+15% +$349K ﹤0.01% 1389
2022
Q1 		$3.08M Buy
+59,082
New +$2.97M ﹤0.01% 1330
2021
Q4 		– Sell
-16,980
Closed -$1.37M – 3386
2021
Q3 		$1.37M Buy
+16,980
New +$1.24M ﹤0.01% 1852

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Stifel Financial's DOCS Position: Q2 2026 in Review

Stifel Financial reduced its Doximity (DOCS) stake by 61% in Q2 2026, selling an estimated $641K and leaving 18,673 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Stifel Financial first reported a position in DOCS in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.2M in Q3 2025. 359 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Stifel Financial held 18,673 shares of Doximity worth $387K as of Q2 2026.
  • Stifel Financial sold 28,997 Doximity shares in Q2 2026, an estimated $641K.
  • Doximity made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3136 holding.
  • Stifel Financial first reported a position in Doximity in Q3 2021 and has held it in 19 quarters since.
  • Stifel Financial's Doximity position peaked at $7.2M in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

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