Vise Technologies’s Stifel SF Stock Holding History

Vise Technologies’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	$915K	Buy	13,115 +11,364	+649%	+$847K	0.01%	835
2026 Q1	$219K	Sell	1,751 -876	-33%	-$69.6K	﹤0.01%	1333
2025 Q4	$219K	Buy	+2,627	New	+$210K	﹤0.01%	1343

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

Vise Technologies's SF Position: Q2 2026 in Review

Vise Technologies increased its Stifel (SF) stake by 649% in Q2 2026, buying an estimated $847K and bringing the position to 13,115 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #835.

Vise Technologies first reported a position in SF in Q4 2025 and has held it in 3 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Vise Technologies held 13,115 shares of Stifel worth $915K as of Q2 2026.
Vise Technologies bought 11,364 Stifel shares in Q2 2026, an estimated $847K.
Stifel made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #835 holding.
Vise Technologies first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.