Vest Financial’s Stifel SF Stock Holding History

Vest Financial’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	$1.87M	Buy	+26,778	New	+$2M	0.02%	339
2024 Q1	–	Sell	-5,373	Closed	-$248K	–	297
2023 Q4	$248K	Buy	+5,373	New	+$221K	0.01%	141

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 $3.38T AUM 44.17% 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

Vest Financial's SF Position: Q2 2026 in Review

Vest Financial opened a new position in Stifel (SF) in Q2 2026: 26,778 shares worth $1.87M. The stake represents 0.02% of the portfolio and ranks #339 among its holdings. This is a return to the name: Vest Financial previously reported a position in SF as recently as Q4 2023.

Vest Financial first reported a position in SF in Q4 2023 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Vest Financial held 26,778 shares of Stifel worth $1.87M as of Q2 2026.
Stifel was a new Vest Financial position in Q2 2026.
Stifel made up 0.02% of Vest Financial's portfolio in Q2 2026, its #339 holding.
Vest Financial first reported a position in Stifel in Q4 2023 and has held it in 2 quarters since.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.