Utah Retirement Systems’s Stifel SF Stock Holding History

Utah Retirement Systems’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	$543K	Sell	7,777 -173	-2%	-$12.9K	0.01%	770
2026 Q1	$588K	Hold	7,950	–	–	0.01%	715
2025 Q4	$664K	Hold	7,950	–	–	0.01%	722
2025 Q3	$601K	Hold	7,950	–	–	0.01%	721
2025 Q2	$550K	Hold	7,950	–	–	0.01%	750
2025 Q1	$500K	Hold	7,950	–	–	0.01%	732
2024 Q4	$562K	Hold	7,950	–	–	0.01%	759
2024 Q3	$498K	Hold	7,950	–	–	0.01%	773
2024 Q2	$446K	Sell	7,950 -300	-4%	-$15.9K	0.01%	803
2024 Q1	$430K	Hold	8,250	–	–	0.01%	803
2023 Q4	$380K	Sell	8,250 -150	-2%	-$6.17K	﹤0.01%	834
2023 Q3	$344K	Hold	8,400	–	–	﹤0.01%	836
2023 Q2	$334K	Hold	8,400	–	–	﹤0.01%	881
2023 Q1	$331K	Buy	8,400 +150	+2%	+$6.3K	﹤0.01%	854
2022 Q4	$321K	Hold	8,250	–	–	0.01%	852
2022 Q3	$286K	Buy	8,250 +150	+2%	+$5.9K	﹤0.01%	873
2022 Q2	$303K	Hold	8,100	–	–	﹤0.01%	879
2022 Q1	$367K	Hold	8,100	–	–	﹤0.01%	871
2021 Q4	$380K	Buy	8,100 +150	+2%	+$7.28K	﹤0.01%	884
2021 Q3	$360K	Hold	7,950	–	–	﹤0.01%	879
2021 Q2	$344K	Buy	+7,950	New	+$357K	﹤0.01%	882

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

Utah Retirement Systems's SF Position: Q2 2026 in Review

Utah Retirement Systems reduced its Stifel (SF) stake by 2.2% in Q2 2026, selling an estimated $12.9K and leaving 7,777 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #770.

Utah Retirement Systems first reported a position in SF in Q2 2021 and has held it in 21 quarters since. The position peaked at $664K in Q4 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Utah Retirement Systems held 7,777 shares of Stifel worth $543K as of Q2 2026.
Utah Retirement Systems sold 173 Stifel shares in Q2 2026, an estimated $12.9K.
Stifel made up 0.01% of Utah Retirement Systems's portfolio in Q2 2026, its #770 holding.
Utah Retirement Systems first reported a position in Stifel in Q2 2021 and has held it in 21 quarters since.
Utah Retirement Systems's Stifel position peaked at $664K in Q4 2025.
594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.