Yorktown Management & Research Company’s Stifel SF Stock Holding History

Yorktown Management & Research Company’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	$513K	Hold	7,350	–	–	0.31%	119
2026 Q1	$543K	Hold	7,350	–	–	0.45%	69
2025 Q4	$614K	Hold	7,350	–	–	0.49%	62
2025 Q3	$556K	Hold	7,350	–	–	0.44%	74
2025 Q2	$509K	Hold	7,350	–	–	0.49%	73
2025 Q1	$462K	Hold	7,350	–	–	0.5%	71
2024 Q4	$520K	Hold	7,350	–	–	0.5%	77
2024 Q3	$460K	Hold	7,350	–	–	0.47%	90
2024 Q2	$412K	Hold	7,350	–	–	0.44%	90
2024 Q1	$383K	Hold	7,350	–	–	0.36%	114
2023 Q4	$339K	Hold	7,350	–	–	0.35%	136
2023 Q3	$301K	Hold	7,350	–	–	0.34%	140
2023 Q2	$292K	Hold	7,350	–	–	0.31%	158
2023 Q1	$290K	Hold	7,350	–	–	0.31%	143
2022 Q4	$286K	Sell	7,350 -7,800	-51%	-$309K	0.35%	145
2022 Q3	$524K	Buy	15,150 +7,350	+94%	+$289K	0.68%	40
2022 Q2	$291K	Sell	7,800 -3,750	-32%	-$156K	0.38%	121
2022 Q1	$523K	Hold	11,550	–	–	0.44%	89
2021 Q4	$542K	Buy	+11,550	New	+$561K	0.37%	110
2016 Q1	–	Sell	-11,250	Closed	-$212K	–	405
2015 Q4	$212K	Hold	11,250	–	–	0.04%	359
2015 Q3	$211K	Hold	11,250	–	–	0.03%	405
2015 Q2	$289K	Hold	11,250	–	–	0.05%	266
2015 Q1	$279K	Hold	11,250	–	–	0.05%	265
2014 Q4	$255K	Hold	11,250	–	–	0.05%	280
2014 Q3	$234K	Hold	11,250	–	–	0.04%	346
2014 Q2	$237K	Hold	11,250	–	–	0.04%	369
2014 Q1	$249K	Hold	11,250	–	–	0.05%	314
2013 Q4	$240K	Hold	11,250	–	–	0.05%	321
2013 Q3	$206K	Buy	+11,250	New	+$196K	0.04%	327

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

Yorktown Management & Research Company's SF Position: Q2 2026 in Review

Yorktown Management & Research Company held its Stifel (SF) position steady in Q2 2026 at 7,350 shares worth $513K. The position accounts for 0.31% of the portfolio, ranked #119.

Yorktown Management & Research Company first reported a position in SF in Q3 2013 and has held it in 29 quarters since. The position peaked at $614K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Yorktown Management & Research Company held 7,350 shares of Stifel worth $513K as of Q2 2026.
Yorktown Management & Research Company left its Stifel share count unchanged in Q2 2026.
Stifel made up 0.31% of Yorktown Management & Research Company's portfolio in Q2 2026, its #119 holding.
Yorktown Management & Research Company first reported a position in Stifel in Q3 2013 and has held it in 29 quarters since.
Yorktown Management & Research Company's Stifel position peaked at $614K in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.