TCA
SF

Transcend Capital Advisors’s Stifel SF Stock Holding History

Transcend Capital 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 		$300K Sell
4,294
-444
-9% -$33.1K 0.02% 623
2026
Q1 		$350K Buy
4,738
+1,523
+47% +$121K 0.03% 493
2025
Q4 		$268K Buy
+3,215
New +$257K 0.02% 557

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

Transcend Capital Advisors's SF Position: Q2 2026 in Review

Transcend Capital Advisors reduced its Stifel (SF) stake by 9.4% in Q2 2026, selling an estimated $33.1K and leaving 4,294 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #623.

Transcend Capital Advisors first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $350K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Transcend Capital Advisors held 4,294 shares of Stifel worth $300K as of Q2 2026.
  • Transcend Capital Advisors sold 444 Stifel shares in Q2 2026, an estimated $33.1K.
  • Stifel made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #623 holding.
  • Transcend Capital Advisors first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Transcend Capital Advisors's Stifel position peaked at $350K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.