WCM
SF

Whitener Capital Management’s Stifel SF Stock Holding History

Whitener 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 		$448K Sell
6,427
-35
-0.5% -$2.61K 0.1% 132
2026
Q1 		$478K Sell
6,462
-101
-2% -$8.02K 0.11% 122
2025
Q4 		$548K Buy
6,563
+38
+0.6% +$3.04K 0.12% 111
2025
Q3 		$494K Hold
6,525
– – 0.12% 113
2025
Q2 		$451K Sell
6,525
-420
-6% -$25.8K 0.12% 116
2025
Q1 		$436K Buy
+6,945
New +$490K 0.12% 113

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

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

Whitener Capital Management reduced its Stifel (SF) stake by 0.54% in Q2 2026, selling an estimated $2.61K and leaving 6,427 shares worth $448K. The position accounts for 0.1% of the portfolio, ranked #132.

Whitener Capital Management first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $548K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Whitener Capital Management held 6,427 shares of Stifel worth $448K as of Q2 2026.
  • Whitener Capital Management sold 35 Stifel shares in Q2 2026, an estimated $2.61K.
  • Stifel made up 0.1% of Whitener Capital Management's portfolio in Q2 2026, its #132 holding.
  • Whitener Capital Management first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Whitener Capital Management's Stifel position peaked at $548K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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