WG
SF

Winton Group’s Stifel SF Stock Holding History

Winton 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 		$20.9M Buy
299,748
+52,778
+21% +$3.94M 0.68% 18
2026
Q1 		$18.3M Buy
+246,970
New +$19.6M 0.64% 15
2023
Q1 		– Sell
-6,297
Closed -$245K – 1054
2022
Q4 		$245K Sell
6,297
-123
-2% -$4.87K 0.02% 826
2022
Q3 		$222K Buy
+6,420
New +$253K 0.01% 861
2021
Q2 		– Sell
-151,017
Closed -$6.45M – 1506
2021
Q1 		$6.45M Buy
151,017
+16,657
+12% +$649K 0.37% 22
2020
Q4 		$4.52M Buy
+134,360
New +$3.99M 0.33% 23

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Winton Group's SF Position: Q2 2026 in Review

Winton Group increased its Stifel (SF) stake by 21% in Q2 2026, buying an estimated $3.94M and bringing the position to 299,748 shares worth $20.9M. The position accounts for 0.68% of the portfolio, ranked #18.

Winton Group first reported a position in SF in Q4 2020 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Winton Group held 299,748 shares of Stifel worth $20.9M as of Q2 2026.
  • Winton Group bought 52,778 Stifel shares in Q2 2026, an estimated $3.94M.
  • Stifel made up 0.68% of Winton Group's portfolio in Q2 2026, its #18 holding.
  • Winton Group first reported a position in Stifel in Q4 2020 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.