USAA
SF

United Services Automobile Association’s Stifel SF Stock Holding History

United Services Automobile Association’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
2025
Q2 		– Sell
-10,028
Closed -$628K – 850
2025
Q1 		$628K Buy
+10,028
New +$707K 0.02% 431
2023
Q1 		– Sell
-17,366
Closed -$676K – 501
2022
Q4 		$676K Hold
17,366
– – 0.02% 371
2022
Q3 		$601K Buy
17,366
+597
+4% +$23.5K 0.02% 383
2022
Q2 		$627K Buy
+16,769
New +$696K 0.02% 377
2019
Q3 		– Sell
-252,907
Closed -$6.64M – 1501
2019
Q2 		$6.64M Buy
252,907
+113,294
+81% +$2.88M 0.02% 695
2019
Q1 		$3.27M Buy
139,613
+4,275
+3% +$96.8K 0.01% 942
2018
Q4 		$2.49M Buy
135,338
+44,101
+48% +$914K 0.01% 981
2018
Q3 		$2.08M Sell
91,237
-1,231
-1% -$29.6K 0.01% 1117
2018
Q2 		$2.15M Buy
92,468
+28,107
+44% +$731K 0.01% 1117
2018
Q1 		$1.69M Buy
+64,361
New +$1.82M ﹤0.01% 1175

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

United Services Automobile Association's SF Position: Q2 2025 in Review

United Services Automobile Association sold out of Stifel (SF) in Q2 2025, closing a stake of 10,028 shares — an estimated $628K sold.

United Services Automobile Association first reported a position in SF in Q1 2018 and held it in 10 quarters. The position peaked at $6.64M in Q2 2019. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • United Services Automobile Association reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 10,028 Stifel shares in Q2 2025, an estimated $628K.
  • United Services Automobile Association first reported a position in Stifel in Q1 2018 and held it in 10 quarters.
  • United Services Automobile Association's Stifel position peaked at $6.64M in Q2 2019.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.