VCM
SF

Voleon Capital Management’s Stifel SF Stock Holding History

Voleon Capital Management’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 		$16.5M Sell
236,298
-26,166
-10% -$1.95M 0.3% 72
2026
Q1 		$19.4M Buy
262,464
+33,820
+15% +$2.69M 0.42% 47
2025
Q4 		$19.1M Buy
228,644
+96,420
+73% +$7.71M 0.41% 42
2025
Q3 		$10M Buy
132,224
+101,564
+331% +$7.6M 0.24% 82
2025
Q2 		$2.12M Buy
30,660
+12,646
+70% +$777K 0.12% 169
2025
Q1 		$1.13M Buy
+18,014
New +$1.27M 0.09% 185

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

Voleon Capital Management's SF Position: Q2 2026 in Review

Voleon Capital Management reduced its Stifel (SF) stake by 10% in Q2 2026, selling an estimated $1.95M and leaving 236,298 shares worth $16.5M. The position accounts for 0.3% of the portfolio, ranked #72.

Voleon Capital Management first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.4M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Voleon Capital Management held 236,298 shares of Stifel worth $16.5M as of Q2 2026.
  • Voleon Capital Management sold 26,166 Stifel shares in Q2 2026, an estimated $1.95M.
  • Stifel made up 0.3% of Voleon Capital Management's portfolio in Q2 2026, its #72 holding.
  • Voleon Capital Management first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Voleon Capital Management's Stifel position peaked at $19.4M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.