WCM
SF

Wedge Capital Management’s Stifel SF Stock Holding History

Wedge 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 		$2.51M Buy
35,922
+4,315
+14% +$322K 0.04% 298
2026
Q1 		$2.34M Buy
31,607
+1,319
+4% +$105K 0.04% 308
2025
Q4 		$2.53M Buy
30,288
+298
+1% +$23.8K 0.05% 314
2025
Q3 		$2.27M Sell
29,990
-6,361
-17% -$476K 0.04% 329
2025
Q2 		$2.52M Buy
36,351
+2,499
+7% +$153K 0.04% 285
2025
Q1 		$2.13M Buy
33,852
+7,413
+28% +$523K 0.04% 311
2024
Q4 		$1.87M Sell
26,439
-3,431
-11% -$245K 0.03% 340
2024
Q3 		$1.87M Buy
29,870
+351
+1% +$20K 0.03% 336
2024
Q2 		$1.66M Sell
29,519
-75
-0.3% -$3.97K 0.03% 334
2024
Q1 		$1.54M Buy
+29,594
New +$1.46M 0.03% 355
2013
Q3 		– Sell
-1,076,920
Closed -$17.1M – 512
2013
Q2 		$17.1M Buy
+1,076,920
New +$16.3M 0.21% 177

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

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

Wedge Capital Management increased its Stifel (SF) stake by 14% in Q2 2026, buying an estimated $322K and bringing the position to 35,922 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #298.

Wedge Capital Management first reported a position in SF in Q2 2013 and has held it in 11 quarters since. The position peaked at $17.1M in Q2 2013. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Wedge Capital Management held 35,922 shares of Stifel worth $2.51M as of Q2 2026.
  • Wedge Capital Management bought 4,315 Stifel shares in Q2 2026, an estimated $322K.
  • Stifel made up 0.04% of Wedge Capital Management's portfolio in Q2 2026, its #298 holding.
  • Wedge Capital Management first reported a position in Stifel in Q2 2013 and has held it in 11 quarters since.
  • Wedge Capital Management's Stifel position peaked at $17.1M in Q2 2013.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.