Waddell & Associates’s Stifel SF Stock Holding History

Waddell & Associates’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	–	Sell	-5,881	Closed	-$435K	–	579
2026 Q1	$435K	Buy	5,881 +1,642	+39%	+$130K	0.02%	262
2025 Q4	$354K	Buy	+4,239	New	+$339K	0.02%	242

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

Waddell & Associates's SF Position: Q2 2026 in Review

Waddell & Associates sold out of Stifel (SF) in Q2 2026, closing a stake of 5,881 shares — an estimated $435K sold.

Waddell & Associates first reported a position in SF in Q4 2025 and held it in 2 quarters. The position peaked at $435K in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Waddell & Associates reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Waddell & Associates sold 5,881 Stifel shares in Q2 2026, an estimated $435K.
Waddell & Associates first reported a position in Stifel in Q4 2025 and held it in 2 quarters.
Waddell & Associates's Stifel position peaked at $435K in Q1 2026.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.