X
SF

Xponance’s Stifel SF Stock Holding History

Xponance’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 		$1.26M Sell
18,091
-24
-0.1% -$1.79K 0.01% 717
2026
Q1 		$1.34M Buy
18,115
+4,160
+30% +$330K 0.01% 658
2025
Q4 		$1.16M Sell
13,955
-2,965
-18% -$237K 0.01% 651
2025
Q3 		$1.28M Sell
16,920
-224
-1% -$16.8K 0.01% 651
2025
Q2 		$1.19M Sell
17,144
-474
-3% -$29.1K 0.01% 654
2025
Q1 		$1.11M Buy
17,618
+81
+0.5% +$5.71K 0.01% 656
2024
Q4 		$1.24M Buy
17,537
+836
+5% +$59.7K 0.01% 646
2024
Q3 		$1.05M Buy
16,701
+58
+0.3% +$3.31K 0.01% 687
2024
Q2 		$934K Sell
16,643
-1,908
-10% -$101K 0.01% 689
2024
Q1 		$967K Buy
18,551
+54
+0.3% +$2.66K 0.01% 731
2023
Q4 		$853K Sell
18,497
-397
-2% -$16.3K 0.01% 727
2023
Q3 		$774K Sell
18,894
-317
-2% -$13.4K 0.01% 731
2023
Q2 		$764K Sell
19,211
-1,590
-8% -$62K 0.01% 747
2023
Q1 		$819K Sell
20,801
-72
-0.3% -$3.03K 0.01% 725
2022
Q4 		$812K Buy
20,873
+2,121
+11% +$83.9K 0.01% 709
2022
Q3 		$649K Sell
18,752
-295
-2% -$11.6K 0.01% 736
2022
Q2 		$711K Buy
19,047
+1,926
+11% +$80K 0.01% 710
2022
Q1 		$775K Sell
17,121
-225
-1% -$10.8K 0.01% 697
2021
Q4 		$814K Sell
17,346
-488
-3% -$23.7K 0.01% 699
2021
Q3 		$808K Sell
17,834
-858
-5% -$38.3K 0.02% 660
2021
Q2 		$808K Buy
18,692
+1,053
+6% +$47.2K 0.01% 691
2021
Q1 		$753K Sell
17,639
-3,076
-15% -$120K 0.02% 594
2020
Q4 		$697K Buy
20,715
+195
+1% +$5.79K 0.02% 600
2020
Q3 		$461K Sell
20,520
-353
-2% -$7.88K 0.01% 679
2020
Q2 		$440K Buy
+20,873
New +$419K 0.01% 660

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

Xponance's SF Position: Q2 2026 in Review

Xponance reduced its Stifel (SF) stake by 0.13% in Q2 2026, selling an estimated $1.79K and leaving 18,091 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #717.

Xponance first reported a position in SF in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.34M in Q1 2026. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Xponance held 18,091 shares of Stifel worth $1.26M as of Q2 2026.
  • Xponance sold 24 Stifel shares in Q2 2026, an estimated $1.79K.
  • Stifel made up 0.01% of Xponance's portfolio in Q2 2026, its #717 holding.
  • Xponance first reported a position in Stifel in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Stifel position peaked at $1.34M in Q1 2026.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.