SLAM
SF

Swiss Life Asset Management’s Stifel SF Stock Holding History

Swiss Life Asset 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 		$655K Sell
9,386
-3,729
-28% -$278K ﹤0.01% 835
2026
Q1 		$969K Buy
13,115
+2,348
+22% +$186K ﹤0.01% 664
2025
Q4 		$899K Buy
10,767
+3,751
+53% +$300K ﹤0.01% 664
2025
Q3 		$531K Buy
7,016
+3,009
+75% +$225K ﹤0.01% 704
2025
Q2 		$277K Buy
+4,007
New +$246K ﹤0.01% 739

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Swiss Life Asset Management's SF Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Stifel (SF) stake by 28% in Q2 2026, selling an estimated $278K and leaving 9,386 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Swiss Life Asset Management first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $969K in Q1 2026. 392 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Swiss Life Asset Management held 9,386 shares of Stifel worth $655K as of Q2 2026.
  • Swiss Life Asset Management sold 3,729 Stifel shares in Q2 2026, an estimated $278K.
  • Stifel made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #835 holding.
  • Swiss Life Asset Management first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • Swiss Life Asset Management's Stifel position peaked at $969K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.