Wellington Group’s Stifel SF Stock Holding History

Wellington Group’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	-500	Closed	-$37K	–	330
2026 Q1	$37K	Sell	500 -45	-8%	-$3.57K	0.01%	296
2025 Q4	$45.5K	Buy	+545	New	+$43.6K	0.02%	268

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

Wellington Group's SF Position: Q2 2026 in Review

Wellington Group sold out of Stifel (SF) in Q2 2026, closing a stake of 500 shares — an estimated $37K sold.

Wellington Group first reported a position in SF in Q4 2025 and held it in 2 quarters. The position peaked at $45.5K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Wellington Group reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 500 Stifel shares in Q2 2026, an estimated $37K.
Wellington Group first reported a position in Stifel in Q4 2025 and held it in 2 quarters.
Wellington Group's Stifel position peaked at $45.5K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.