VA
SF

Vident Advisory’s Stifel SF Stock Holding History

Vident Advisory’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 		$341K Sell
4,881
-198
-4% -$14.8K ﹤0.01% 1557
2026
Q1 		$375K Buy
5,079
+1,132
+29% +$89.9K ﹤0.01% 1390
2025
Q4 		$329K Sell
3,947
-615
-13% -$49.2K ﹤0.01% 1346
2025
Q3 		$345K Buy
4,562
+38
+0.8% +$2.85K ﹤0.01% 1343
2025
Q2 		$313K Buy
4,524
+258
+6% +$15.8K ﹤0.01% 1281
2025
Q1 		$268K Buy
4,266
+718
+20% +$50.6K ﹤0.01% 1318
2024
Q4 		$251K Sell
3,548
-412
-10% -$29.4K ﹤0.01% 1238
2024
Q3 		$248K Buy
3,960
+75
+2% +$4.28K 0.01% 1203
2024
Q2 		$218K Buy
+3,885
New +$206K 0.01% 1256

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

Vident Advisory's SF Position: Q2 2026 in Review

Vident Advisory reduced its Stifel (SF) stake by 3.9% in Q2 2026, selling an estimated $14.8K and leaving 4,881 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Vident Advisory first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $375K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Vident Advisory held 4,881 shares of Stifel worth $341K as of Q2 2026.
  • Vident Advisory sold 198 Stifel shares in Q2 2026, an estimated $14.8K.
  • Stifel made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1557 holding.
  • Vident Advisory first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • Vident Advisory's Stifel position peaked at $375K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.