AIM
SF

Access Investment Management’s Stifel SF Stock Holding History

Access 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
Q1 		$15.8M Buy
213,750
+12
+0% +$953 4.21% 3
2025
Q4 		$16.2M Hold
213,738
– – 4.34% 4
2025
Q3 		$16.2M Buy
213,738
+30
+0% +$2.25K 4.34% 4
2025
Q2 		$14.8M Buy
+213,708
New +$13.1M 4.21% 4
2024
Q4 		$15.1M Buy
213,611
+120
+0.1% +$8.57K 4.38% 5
2024
Q3 		$13.4M Buy
213,491
+38
+0% +$2.17K 4.07% 6
2024
Q2 		$12M Hold
213,453
– – 3.89% 8
2024
Q1 		$11.1M Hold
213,453
– – 3.67% 8
2023
Q4 		$9.84M Buy
+213,453
New +$8.78M 3.67% 9

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Access Investment Management's SF Position: Q1 2026 in Review

Access Investment Management increased its Stifel (SF) stake by 0.01% in Q1 2026, buying an estimated $953 and bringing the position to 213,750 shares worth $15.8M. The position accounts for 4.21% of the portfolio, ranked #3.

Access Investment Management first reported a position in SF in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.2M in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Access Investment Management held 213,750 shares of Stifel worth $15.8M as of Q1 2026.
  • Access Investment Management bought 12 Stifel shares in Q1 2026, an estimated $953.
  • Stifel made up 4.21% of Access Investment Management's portfolio in Q1 2026, its #3 holding.
  • Access Investment Management first reported a position in Stifel in Q4 2023 and has held it in 9 quarters since.
  • Access Investment Management's Stifel position peaked at $16.2M in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.