WI
SF

WBI Investments’s Stifel SF Stock Holding History

WBI Investments’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
2014
Q4 		– Sell
-90,000
Closed -$19K – 235
2014
Q3 		$19K Buy
+90,000
New +$1.88M ﹤0.01% 165

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

WBI Investments's SF Position: Q2 2026 in Review

WBI Investments increased its Stifel (SF) stake by 73% in Q2 2026, buying an estimated $264K and bringing the position to 8,370 shares worth $584K. The position accounts for 0.14% of the portfolio, ranked #181.

WBI Investments first reported a position in SF in Q3 2014 and has held it in 6 quarters since. The position peaked at $2.06M in Q3 2014. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • WBI Investments held 8,370 shares of Stifel worth $584K as of Q2 2026.
  • WBI Investments bought 3,540 Stifel shares in Q2 2026, an estimated $264K.
  • Stifel made up 0.14% of WBI Investments's portfolio in Q2 2026, its #181 holding.
  • WBI Investments first reported a position in Stifel in Q3 2014 and has held it in 6 quarters since.
  • WBI Investments's Stifel position peaked at $2.06M in Q3 2014.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.