Stifel Financial
SG icon

Stifel Financial’s Sweetgreen SG Stock Holding History

Stifel Financial’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
159,577
+76,542
+92% +$584K ﹤0.01% 2341
2026
Q1 		$431K Buy
83,035
+38,773
+88% +$236K ﹤0.01% 2958
2025
Q4 		$299K Sell
44,262
-28,763
-39% -$198K ﹤0.01% 3158
2025
Q3 		$583K Buy
73,025
+27,699
+61% +$301K ﹤0.01% 2724
2025
Q2 		$674K Buy
45,326
+18,133
+67% +$299K ﹤0.01% 2582
2025
Q1 		$680K Buy
27,193
+14,631
+116% +$404K ﹤0.01% 2479
2024
Q4 		$403K Buy
12,562
+4,474
+55% +$167K ﹤0.01% 2801
2024
Q3 		$287K Buy
+8,088
New +$246K ﹤0.01% 2985
2024
Q2 		– Sell
-19,168
Closed -$484K – 3447
2024
Q1 		$484K Buy
+19,168
New +$279K ﹤0.01% 2630

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Stifel Financial's SG Position: Q2 2026 in Review

Stifel Financial increased its Sweetgreen (SG) stake by 92% in Q2 2026, buying an estimated $584K and bringing the position to 159,577 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Stifel Financial first reported a position in SG in Q1 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Stifel Financial held 159,577 shares of Sweetgreen worth $1.41M as of Q2 2026.
  • Stifel Financial bought 76,542 Sweetgreen shares in Q2 2026, an estimated $584K.
  • Sweetgreen made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2341 holding.
  • Stifel Financial first reported a position in Sweetgreen in Q1 2024 and has held it in 9 quarters since.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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