STA
SF

Summit Trail Advisors’s Stifel SF Stock Holding History

Summit Trail Advisors’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 		$2.81M Buy
40,213
+14,164
+54% +$1.06M 0.04% 394
2026
Q1 		$1.93M Buy
26,049
+8,205
+46% +$652K 0.03% 557
2025
Q4 		$1.49M Buy
17,844
+1,581
+10% +$126K 0.03% 595
2025
Q3 		$1.23M Buy
+16,263
New +$1.22M 0.02% 715
2018
Q1 		– Sell
-5,049
Closed -$143K – 1436
2017
Q4 		$143K Buy
+5,049
New +$124K 0.02% 526

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

Summit Trail Advisors's SF Position: Q2 2026 in Review

Summit Trail Advisors increased its Stifel (SF) stake by 54% in Q2 2026, buying an estimated $1.06M and bringing the position to 40,213 shares worth $2.81M. The position accounts for 0.04% of the portfolio, ranked #394.

Summit Trail Advisors first reported a position in SF in Q4 2017 and has held it in 5 quarters since. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Summit Trail Advisors held 40,213 shares of Stifel worth $2.81M as of Q2 2026.
  • Summit Trail Advisors bought 14,164 Stifel shares in Q2 2026, an estimated $1.06M.
  • Stifel made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #394 holding.
  • Summit Trail Advisors first reported a position in Stifel in Q4 2017 and has held it in 5 quarters since.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.