SIM
SF

Studio Investment Management’s Stifel SF Stock Holding History

Studio Investment 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 		$555K Sell
7,948
-34
-0.4% -$2.54K 0.09% 123
2026
Q1 		$590K Sell
7,982
-42
-0.5% -$3.33K 0.11% 113
2025
Q4 		$670K Sell
8,024
-222
-3% -$17.7K 0.12% 105
2025
Q3 		$624K Sell
8,246
-361
-4% -$27K 0.12% 109
2025
Q2 		$595K Sell
8,607
-164
-2% -$10.1K 0.12% 111
2025
Q1 		$551K Sell
8,771
-1,155
-12% -$81.4K 0.11% 110
2024
Q4 		$702K Sell
9,926
-420
-4% -$30K 0.15% 92
2024
Q3 		$648K Sell
10,346
-171
-2% -$9.76K 0.14% 100
2024
Q2 		$590K Buy
10,517
+60
+0.6% +$3.18K 0.13% 97
2024
Q1 		$545K Buy
10,457
+815
+8% +$40.1K 0.13% 98
2023
Q4 		$444K Sell
9,642
-1,748
-15% -$71.9K 0.11% 101
2023
Q3 		$467K Sell
11,390
-21
-0.2% -$884 0.13% 88
2023
Q2 		$454K Buy
11,411
+854
+8% +$33.3K 0.13% 94
2023
Q1 		$416K Buy
+10,557
New +$444K 0.13% 93

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

Studio Investment Management's SF Position: Q2 2026 in Review

Studio Investment Management reduced its Stifel (SF) stake by 0.43% in Q2 2026, selling an estimated $2.54K and leaving 7,948 shares worth $555K. The position accounts for 0.09% of the portfolio, ranked #123.

Studio Investment Management first reported a position in SF in Q1 2023 and has held it in 14 quarters since. The position peaked at $702K in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Studio Investment Management held 7,948 shares of Stifel worth $555K as of Q2 2026.
  • Studio Investment Management sold 34 Stifel shares in Q2 2026, an estimated $2.54K.
  • Stifel made up 0.09% of Studio Investment Management's portfolio in Q2 2026, its #123 holding.
  • Studio Investment Management first reported a position in Stifel in Q1 2023 and has held it in 14 quarters since.
  • Studio Investment Management's Stifel position peaked at $702K in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.