WA
SF

WPG Advisers’s Stifel SF Stock Holding History

WPG Advisers’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 		$9K Sell
129
-48
-27% -$3.58K 0.01% 794
2026
Q1 		$13.1K Sell
177
-44
-20% -$3.49K 0.01% 595
2025
Q4 		$18.4K Buy
221
+14
+7% +$1.12K 0.01% 530
2025
Q3 		$15.7K Buy
207
+6
+3% +$449 0.01% 567
2025
Q2 		$13.9K Sell
201
-51
-20% -$3.13K 0.01% 572
2025
Q1 		$15.8K Buy
252
+42
+20% +$2.96K 0.01% 526
2024
Q4 		$14.9K Buy
+210
New +$15K 0.01% 528

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

WPG Advisers's SF Position: Q2 2026 in Review

WPG Advisers reduced its Stifel (SF) stake by 27% in Q2 2026, selling an estimated $3.58K and leaving 129 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #794.

WPG Advisers first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.4K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • WPG Advisers held 129 shares of Stifel worth $9K as of Q2 2026.
  • WPG Advisers sold 48 Stifel shares in Q2 2026, an estimated $3.58K.
  • Stifel made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #794 holding.
  • WPG Advisers first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Stifel position peaked at $18.4K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.