TI
SF

Tidal Investments’s Stifel SF Stock Holding History

Tidal 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 		$625K Sell
8,955
-14,329
-62% -$1.07M ﹤0.01% 1978
2026
Q1 		$1.72M Buy
23,284
+1,207
+5% +$95.8K ﹤0.01% 1200
2025
Q4 		$1.84M Buy
22,077
+12,435
+129% +$994K ﹤0.01% 985
2025
Q3 		$729K Buy
9,642
+13
+0.1% +$973 ﹤0.01% 1367
2025
Q2 		$666K Buy
9,629
+4,358
+83% +$268K ﹤0.01% 1226
2025
Q1 		$331K Sell
5,271
-1,752
-25% -$124K ﹤0.01% 1514
2024
Q4 		$497K Buy
7,023
+1,207
+21% +$86.2K ﹤0.01% 1386
2024
Q3 		$364K Buy
5,816
+701
+14% +$40K ﹤0.01% 1524
2024
Q2 		$287K Buy
+5,115
New +$271K ﹤0.01% 1554

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

Tidal Investments's SF Position: Q2 2026 in Review

Tidal Investments reduced its Stifel (SF) stake by 62% in Q2 2026, selling an estimated $1.07M and leaving 8,955 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Tidal Investments first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Tidal Investments held 8,955 shares of Stifel worth $625K as of Q2 2026.
  • Tidal Investments sold 14,329 Stifel shares in Q2 2026, an estimated $1.07M.
  • Stifel made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1978 holding.
  • Tidal Investments first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • Tidal Investments's Stifel position peaked at $1.84M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.