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Verdence Capital Advisors’s Stifel SF Stock Holding History

Verdence Capital Advisors’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 		$4.77M Sell
68,358
-820
-1% -$61.1K 0.25% 93
2026
Q1 		$5.11M Buy
69,178
+17,263
+33% +$1.37M 0.3% 76
2025
Q4 		$4.33M Buy
51,915
+1,284
+3% +$103K 0.26% 93
2025
Q3 		$4.02M Buy
+50,631
New +$3.79M 0.23% 106

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 $3.38T AUM 44.17% 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

Verdence Capital Advisors's SF Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Stifel (SF) stake by 1.2% in Q2 2026, selling an estimated $61.1K and leaving 68,358 shares worth $4.77M. The position accounts for 0.25% of the portfolio, ranked #93.

Verdence Capital Advisors first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.11M in Q1 2026. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Verdence Capital Advisors held 68,358 shares of Stifel worth $4.77M as of Q2 2026.
  • Verdence Capital Advisors sold 820 Stifel shares in Q2 2026, an estimated $61.1K.
  • Stifel made up 0.25% of Verdence Capital Advisors's portfolio in Q2 2026, its #93 holding.
  • Verdence Capital Advisors first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Verdence Capital Advisors's Stifel position peaked at $5.11M in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.