Universal-Beteiligungs- und Servicegesellschaft’s Stifel SF Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$8.46M	Sell	121,226 -7,626	-6%	-$569K	0.01%	714
2026 Q1	$9.52M	Sell	128,852 -11,691	-8%	-$928K	0.02%	617
2025 Q4	$11.7M	Sell	140,543 -6,721	-5%	-$537K	0.02%	558
2025 Q3	$11.1M	Sell	147,264 -3,002	-2%	-$225K	0.02%	567
2025 Q2	$10.4M	Sell	150,266 -2,409	-2%	-$148K	0.02%	564
2025 Q1	$9.59M	Buy	+152,675	New	+$10.8M	0.02%	582

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SF Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Stifel (SF) stake by 5.9% in Q2 2026, selling an estimated $569K and leaving 121,226 shares worth $8.46M. The position accounts for 0.01% of the portfolio, ranked #714.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.7M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 121,226 shares of Stifel worth $8.46M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 7,626 Stifel shares in Q2 2026, an estimated $569K.
Stifel made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #714 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Stifel position peaked at $11.7M in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.