EPGL
SF

Evelyn Partners Group Ltd’s Stifel SF Stock Holding History

Evelyn Partners Group Ltd’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 		$193K Buy
+2,769
New +$206K ﹤0.01% 271

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evelyn Partners Group Ltd's SF Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Stifel (SF) in Q2 2026: 2,769 shares worth $193K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings.

279 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Evelyn Partners Group Ltd held 2,769 shares of Stifel worth $193K as of Q2 2026.
  • Stifel was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Stifel made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #271 holding.
  • 279 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.