Skip to main content
Equibles
SF logo

SF · Stifel Financial Corp

Track SF — free

Use SF with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about SF

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$85.62 -0.06 (-0.07%) At close · Aug 14
Market Cap
$32.20B
Shares
376.03M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SF

503 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 5,049,004 $373,222,376 0.35%
VANGUARD TOTAL STOCK MARKET INDEX FUND 4,666,126 $344,920,034 0.02%
VANGUARD SMALL-CAP INDEX FUND 3,390,851 $250,651,706 0.15%
Disciplined Value Mid Cap Fund 2,889,107 $213,562,789 0.98%
VANGUARD SMALL-CAP VALUE INDEX FUND 2,159,136 $159,603,333 0.26%
SMALLCAP World Fund Inc 2,134,089 $157,751,859 0.19%
Fidelity Low-Priced Stock Fund 1,933,778 $152,401,044 0.64%
VANGUARD EXTENDED MARKET INDEX FUND 1,702,446 $125,844,808 0.15%
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY 1,162,506 $85,932,407 0.77%
State Street SPDR S&P MidCap 400SM ETF Trust 1,149,376 $84,961,874 0.35%
AQR Long-Short Equity Fund 977,437 $72,252,143 0.90%
Fidelity Mid-Cap Stock Fund 812,923 $64,066,462 0.73%
Fidelity Extended Market Index Fund 786,529 $55,175,009 0.13%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 744,940 $55,065,965 0.35%
Fidelity Stock Selector Small Cap Fund 598,617 $47,177,006 0.68%
Nomura Small Cap Value Fund 663,476 $46,542,841 1.34%
Victory Sycamore Small Company Opportunity Fund 625,000 $46,200,000 1.04%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 584,786 $46,086,985 0.05%
Fidelity Mid Cap Index Fund 549,229 $43,284,737 0.09%
iShares Russell Mid-Cap ETF 566,040 $41,841,677 0.09%
Harbor Small Cap Value Fund 519,562 $40,946,681 1.62%
Strategic Advisers Fidelity U.S. Total Stock Fund 543,980 $38,160,197 0.02%
iShares S&P Mid-Cap 400 Growth ETF 509,528 $37,664,310 0.38%
AB DISCOVERY GROWTH FUND, INC. 391,121 $30,824,246 1.14%
Fidelity Series Intrinsic Opportunities Fund 378,050 $29,794,121 1.00%
U.S. SMALL CAP PORTFOLIO 368,987 $29,079,865 0.15%
Schwab U.S. Mid-Cap ETF 412,917 $28,966,128 0.20%
AB Small Cap Growth Portfolio 365,310 $28,790,081 0.99%
VIP Mid Cap Portfolio 383,850 $28,374,192 0.36%
Fidelity Series Small Cap Opportunities Fund 359,553 $28,336,372 0.56%
Fidelity Low-Priced Stock K6 Fund 353,379 $27,849,799 0.64%
AQR Equity Market Neutral Fund 375,664 $27,769,083 0.84%
Column Mid Cap Select Fund 391,461 $27,460,989 0.90%
Nomura VIP Small Cap Value Series 351,825 $26,006,904 1.50%
iShares S&P Mid-Cap 400 Value ETF 348,548 $25,764,668 0.32%
iShares Russell 1000 Value ETF 341,548 $25,247,228 0.04%
Global Small Capitalization Fund 336,058 $24,841,407 0.88%
Calvert Small Cap Fund 316,242 $23,376,609 1.54%
SmallCap Fund 283,400 $22,334,754 1.06%
Dimensional U.S. Small Cap ETF 277,429 $21,864,179 0.16%
AB Discovery Value Fund 306,793 $21,521,529 0.88%
Fidelity Total Market Index Fund 287,834 $20,191,555 0.01%
Bridge Builder Small/Mid Cap Value Fund 272,508 $20,143,791 0.22%
AMCAP Fund 284,317 $19,944,838 0.02%
THE HARTFORD CAPITAL APPRECIATION FUND 251,883 $19,850,899 0.32%
U.S. CORE EQUITY 1 PORTFOLIO 242,401 $19,103,623 0.05%
Hotchkis and Wiley Small Cap Value Fund 272,250 $18,994,883 2.33%
THE HARTFORD MIDCAP VALUE FUND 234,202 $18,457,460 1.56%
Schwab Fundamental U.S. Small Company ETF 259,006 $18,169,271 0.20%
iShares U.S. Broker-Dealers & Securities Exchanges ETF 245,361 $18,137,085 1.18%
Showing 1–50 of 503 positions
Key facts CIK 720672 CUSIP 860630102 13F (30d) 544 filings 531 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)