Y-Intercept (HK)’s Stifel SF Stock Holding History

Y-Intercept (HK)’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	$5.89M	Buy	84,425 +8,744	+12%	+$652K	0.12%	230
2026 Q1	$5.59M	Buy	75,681 +9,628	+15%	+$765K	0.11%	282
2025 Q4	$5.51M	Buy	66,053 +55,988	+556%	+$4.47M	0.12%	201
2025 Q3	$761K	Buy	+10,065	New	+$754K	0.02%	1100
2025 Q2	–	Sell	-30,014	Closed	-$1.89M	–	1972
2025 Q1	$1.89M	Buy	30,014 +13,868	+86%	+$978K	0.13%	208
2024 Q4	$1.14M	Buy	+16,146	New	+$1.15M	0.08%	373
2024 Q3	–	Sell	-4,967	Closed	-$279K	–	1752
2024 Q2	$279K	Buy	+4,967	New	+$263K	0.02%	1053
2023 Q4	–	Sell	-9,627	Closed	-$394K	–	1607
2023 Q3	$394K	Sell	9,627 -7,685	-44%	-$324K	0.04%	653
2023 Q2	$689K	Buy	+17,312	New	+$675K	0.07%	430
2023 Q1	–	Sell	-21,413	Closed	-$833K	–	1505
2022 Q4	$833K	Buy	+21,413	New	+$847K	0.12%	254
2022 Q2	–	Sell	-8,379	Closed	-$379K	–	1160
2022 Q1	$379K	Buy	+8,379	New	+$402K	0.09%	368
2021 Q3	–	Sell	-12,312	Closed	-$532K	–	875
2021 Q2	$532K	Buy	+12,312	New	+$552K	0.14%	253

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

Y-Intercept (HK)'s SF Position: Q2 2026 in Review

Y-Intercept (HK) increased its Stifel (SF) stake by 12% in Q2 2026, buying an estimated $652K and bringing the position to 84,425 shares worth $5.89M. The position accounts for 0.12% of the portfolio, ranked #230.

Y-Intercept (HK) first reported a position in SF in Q2 2021 and has held it in 12 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Y-Intercept (HK) held 84,425 shares of Stifel worth $5.89M as of Q2 2026.
Y-Intercept (HK) bought 8,744 Stifel shares in Q2 2026, an estimated $652K.
Stifel made up 0.12% of Y-Intercept (HK)'s portfolio in Q2 2026, its #230 holding.
Y-Intercept (HK) first reported a position in Stifel in Q2 2021 and has held it in 12 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.