ZIM
SF

Zacks Investment Management’s Stifel SF Stock Holding History

Zacks Investment Management’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 		$202K Sell
2,895
-82,058
-97% -$6.12M ﹤0.01% 695
2026
Q1 		$6.28M Buy
84,953
+3,359
+4% +$267K 0.05% 193
2025
Q4 		$6.81M Buy
+81,594
New +$6.52M 0.05% 201
2019
Q3 		– Sell
-89,950
Closed -$2.36M – 575
2019
Q2 		$2.36M Buy
89,950
+1,795
+2% +$45.7K 0.05% 237
2019
Q1 		$2.07M Buy
+88,155
New +$2M 0.04% 254
2018
Q2 		– Sell
-73,984
Closed -$1.95M – 598
2018
Q1 		$1.95M Buy
+73,984
New +$2.1M 0.04% 271
2017
Q2 		– Sell
-69,651
Closed -$1.55M – 671
2017
Q1 		$1.55M Buy
+69,651
New +$1.6M 0.04% 274

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

Zacks Investment Management's SF Position: Q2 2026 in Review

Zacks Investment Management reduced its Stifel (SF) stake by 97% in Q2 2026, selling an estimated $6.12M and leaving 2,895 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Zacks Investment Management first reported a position in SF in Q1 2017 and has held it in 7 quarters since. The position peaked at $6.81M in Q4 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Zacks Investment Management held 2,895 shares of Stifel worth $202K as of Q2 2026.
  • Zacks Investment Management sold 82,058 Stifel shares in Q2 2026, an estimated $6.12M.
  • Stifel made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #695 holding.
  • Zacks Investment Management first reported a position in Stifel in Q1 2017 and has held it in 7 quarters since.
  • Zacks Investment Management's Stifel position peaked at $6.81M in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.