SC
SF

Syon Capital’s Stifel SF Stock Holding History

Syon Capital’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 		$335K Sell
4,798
-935
-16% -$69.7K 0.01% 761
2026
Q1 		$424K Sell
5,733
-2,811
-33% -$223K 0.02% 620
2025
Q4 		$713K Buy
8,544
+2,329
+37% +$186K 0.04% 421
2025
Q3 		$470K Buy
6,215
+1,904
+44% +$143K 0.03% 512
2025
Q2 		$298K Buy
+4,311
New +$265K 0.02% 550

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

Syon Capital's SF Position: Q2 2026 in Review

Syon Capital reduced its Stifel (SF) stake by 16% in Q2 2026, selling an estimated $69.7K and leaving 4,798 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #761.

Syon Capital first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $713K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Syon Capital held 4,798 shares of Stifel worth $335K as of Q2 2026.
  • Syon Capital sold 935 Stifel shares in Q2 2026, an estimated $69.7K.
  • Stifel made up 0.01% of Syon Capital's portfolio in Q2 2026, its #761 holding.
  • Syon Capital first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • Syon Capital's Stifel position peaked at $713K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.