VAS
SF

Vestmark Advisory Solutions’s Stifel SF Stock Holding History

Vestmark Advisory Solutions’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 		$2.23M Sell
32,000
-23
-0.1% -$1.72K 0.02% 668
2026
Q1 		$2.37M Buy
32,023
+1,148
+4% +$91.2K 0.03% 561
2025
Q4 		$2.58M Buy
30,875
+28,124
+1,022% +$2.25M 0.03% 502
2025
Q3 		$208K Buy
+2,751
New +$206K ﹤0.01% 875

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 $3.37T AUM 44.26% 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

Vestmark Advisory Solutions's SF Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Stifel (SF) stake by 0.07% in Q2 2026, selling an estimated $1.72K and leaving 32,000 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #668.

Vestmark Advisory Solutions first reported a position in SF in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.58M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Vestmark Advisory Solutions held 32,000 shares of Stifel worth $2.23M as of Q2 2026.
  • Vestmark Advisory Solutions sold 23 Stifel shares in Q2 2026, an estimated $1.72K.
  • Stifel made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #668 holding.
  • Vestmark Advisory Solutions first reported a position in Stifel in Q3 2025 and has held it in 4 quarters since.
  • Vestmark Advisory Solutions's Stifel position peaked at $2.58M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.