Voloridge Investment Management
SF

Voloridge Investment Management’s Stifel SF Stock Holding History

Voloridge Investment 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 		$32.2M Buy
461,858
+5,996
+1% +$447K 0.14% 234
2026
Q1 		$33.7M Buy
455,862
+412,710
+956% +$32.8M 0.14% 213
2025
Q4 		$3.6M Sell
43,152
-74,739
-63% -$5.97M 0.01% 824
2025
Q3 		$8.92M Buy
117,891
+114,157
+3,057% +$8.55M 0.03% 573
2025
Q2 		$258K Sell
3,734
-109,567
-97% -$6.73M ﹤0.01% 1119
2025
Q1 		$7.12M Buy
113,301
+88,374
+355% +$6.23M 0.03% 685
2024
Q4 		$1.76M Buy
+24,927
New +$1.78M 0.01% 959
2023
Q4 		– Sell
-26,906
Closed -$1.1M – 1442
2023
Q3 		$1.1M Sell
26,906
-39,747
-60% -$1.67M 0.01% 1074
2023
Q2 		$2.65M Buy
+66,653
New +$2.6M 0.01% 896
2023
Q1 		– Sell
-247,767
Closed -$9.64M – 1588
2022
Q4 		$9.64M Sell
247,767
-35,610
-13% -$1.41M 0.05% 443
2022
Q3 		$9.81M Buy
283,377
+15,327
+6% +$603K 0.05% 446
2022
Q2 		$10M Buy
268,050
+192,270
+254% +$7.98M 0.05% 437
2022
Q1 		$3.43M Buy
75,780
+13,644
+22% +$655K 0.02% 775
2021
Q4 		$2.92M Buy
62,136
+31,399
+102% +$1.52M 0.02% 929
2021
Q3 		$1.39M Sell
30,737
-1,732
-5% -$77.2K 0.01% 1175
2021
Q2 		$1.4M Sell
32,469
-9,710
-23% -$435K 0.01% 1134
2021
Q1 		$1.8M Buy
42,179
+5,334
+14% +$208K 0.01% 854
2020
Q4 		$1.24M Buy
+36,845
New +$1.09M 0.01% 903
2020
Q3 		– Sell
-74,691
Closed -$1.57M – 1474
2020
Q2 		$1.57M Buy
+74,691
New +$1.5M 0.02% 696
2017
Q1 		– Sell
-70,636
Closed -$1.57M – 667
2016
Q4 		$1.57M Buy
+70,636
New +$1.42M 0.03% 443

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

Voloridge Investment Management's SF Position: Q2 2026 in Review

Voloridge Investment Management increased its Stifel (SF) stake by 1.3% in Q2 2026, buying an estimated $447K and bringing the position to 461,858 shares worth $32.2M. The position accounts for 0.14% of the portfolio, ranked #234.

Voloridge Investment Management first reported a position in SF in Q4 2016 and has held it in 20 quarters since. The position peaked at $33.7M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Voloridge Investment Management held 461,858 shares of Stifel worth $32.2M as of Q2 2026.
  • Voloridge Investment Management bought 5,996 Stifel shares in Q2 2026, an estimated $447K.
  • Stifel made up 0.14% of Voloridge Investment Management's portfolio in Q2 2026, its #234 holding.
  • Voloridge Investment Management first reported a position in Stifel in Q4 2016 and has held it in 20 quarters since.
  • Voloridge Investment Management's Stifel position peaked at $33.7M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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