TCM
SF

Twin Capital Management’s Stifel SF Stock Holding History

Twin Capital 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 		– Sell
-14,709
Closed -$1.09M – 284
2026
Q1 		$1.09M Buy
14,709
+264
+2% +$21K 0.14% 149
2025
Q4 		$1.21M Sell
14,445
-14
-0.1% -$1.12K 0.15% 136
2025
Q3 		$1.09M Sell
14,459
-9,738
-40% -$729K 0.14% 142
2025
Q2 		$1.67M Buy
24,197
+516
+2% +$31.7K 0.18% 138
2025
Q1 		$1.49M Buy
+23,681
New +$1.67M 0.17% 138

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

Twin Capital Management's SF Position: Q2 2026 in Review

Twin Capital Management sold out of Stifel (SF) in Q2 2026, closing a stake of 14,709 shares — an estimated $1.09M sold.

Twin Capital Management first reported a position in SF in Q1 2025 and held it in 5 quarters. The position peaked at $1.67M in Q2 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Twin Capital Management reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Twin Capital Management sold 14,709 Stifel shares in Q2 2026, an estimated $1.09M.
  • Twin Capital Management first reported a position in Stifel in Q1 2025 and held it in 5 quarters.
  • Twin Capital Management's Stifel position peaked at $1.67M in Q2 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Twin Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.