Winebrenner Capital Management’s Stifel SF Stock Holding History

Winebrenner 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	$213K	Hold	3,060	–	–	0.13%	137
2026 Q1	$226K	Hold	3,060	–	–	0.15%	127
2025 Q4	$255K	Hold	3,060	–	–	0.17%	120
2025 Q3	$231K	Hold	3,060	–	–	0.17%	121
2025 Q2	$212K	Buy	+3,060	New	+$188K	0.17%	120
2025 Q1	–	Sell	-3,060	Closed	-$216K	–	132
2024 Q4	$216K	Buy	+3,060	New	+$218K	0.17%	113

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

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

Winebrenner Capital Management held its Stifel (SF) position steady in Q2 2026 at 3,060 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #137.

Winebrenner Capital Management first reported a position in SF in Q4 2024 and has held it in 6 quarters since. The position peaked at $255K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Winebrenner Capital Management held 3,060 shares of Stifel worth $213K as of Q2 2026.
Winebrenner Capital Management left its Stifel share count unchanged in Q2 2026.
Stifel made up 0.13% of Winebrenner Capital Management's portfolio in Q2 2026, its #137 holding.
Winebrenner Capital Management first reported a position in Stifel in Q4 2024 and has held it in 6 quarters since.
Winebrenner Capital Management's Stifel position peaked at $255K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.