Susquehanna Fundamental Investments’s Stifel SF Stock Holding History

Susquehanna Fundamental Investments’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	$16M	Buy	228,631 +98,743	+76%	+$7.36M	0.3%	97
2026 Q1	$9.6M	Buy	+129,888	New	+$10.3M	0.36%	72
2022 Q1	$26.7M	Hold	589,650	–	–	0.52%	22
2021 Q4	$27.7M	Sell	589,650 -55,064	-9%	-$2.67M	0.73%	10
2021 Q3	$29.2M	Sell	644,714 -43,951	-6%	-$1.96M	0.54%	11
2021 Q2	$29.8M	Buy	688,665 +603,300	+707%	+$27.1M	0.54%	17
2021 Q1	$3.65M	Sell	85,365 -1,350	-2%	-$52.6K	0.06%	435
2020 Q4	$2.92M	Buy	86,715 +50,713	+141%	+$1.51M	0.05%	505
2020 Q3	$809K	Buy	+36,002	New	+$804K	0.02%	721

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Susquehanna Fundamental Investments's SF Position: Q2 2026 in Review

Susquehanna Fundamental Investments increased its Stifel (SF) stake by 76% in Q2 2026, buying an estimated $7.36M and bringing the position to 228,631 shares worth $16M. The position accounts for 0.3% of the portfolio, ranked #97.

Susquehanna Fundamental Investments first reported a position in SF in Q3 2020 and has held it in 9 quarters since. The position peaked at $29.8M in Q2 2021. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Susquehanna Fundamental Investments held 228,631 shares of Stifel worth $16M as of Q2 2026.
Susquehanna Fundamental Investments bought 98,743 Stifel shares in Q2 2026, an estimated $7.36M.
Stifel made up 0.3% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #97 holding.
Susquehanna Fundamental Investments first reported a position in Stifel in Q3 2020 and has held it in 9 quarters since.
Susquehanna Fundamental Investments's Stifel position peaked at $29.8M in Q2 2021.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.