WAU
SF

Wellington-Altus USA’s Stifel SF Stock Holding History

Wellington-Altus USA’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 		$37.3K Hold
505
– – 0.03% 367
2026
Q1 		$35.2K Sell
505
-28
-5% -$2.22K 0.02% 408
2025
Q4 		$44.5K Buy
+533
New +$42.6K 0.03% 319

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

Wellington-Altus USA's SF Position: Q2 2026 in Review

Wellington-Altus USA held its Stifel (SF) position steady in Q2 2026 at 505 shares worth $37.3K. The position accounts for 0.03% of the portfolio, ranked #367.

Wellington-Altus USA first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.5K in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Wellington-Altus USA held 505 shares of Stifel worth $37.3K as of Q2 2026.
  • Wellington-Altus USA left its Stifel share count unchanged in Q2 2026.
  • Stifel made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #367 holding.
  • Wellington-Altus USA first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Stifel position peaked at $44.5K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.