AM
SF

AGF Management’s Stifel SF Stock Holding History

AGF 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 		– Sell
-193,223
Closed -$16.1M – 670
2025
Q4 		$16.1M Buy
193,223
+30,954
+19% +$2.47M 0.07% 154
2025
Q3 		$12.3M Hold
162,269
– – 0.05% 196
2025
Q2 		$11.2M Sell
162,269
-6,975
-4% -$428K 0.05% 204
2025
Q1 		$10.6M Sell
169,244
-76,428
-31% -$5.39M 0.06% 190
2024
Q4 		$17.4M Buy
245,672
+5,378
+2% +$384K 0.09% 159
2024
Q3 		$15M Hold
240,294
– – 0.08% 180
2024
Q2 		$13.5M Buy
240,294
+66,489
+38% +$3.52M 0.07% 171
2024
Q1 		$9.06M Hold
173,805
– – 0.05% 220
2023
Q4 		$8.01M Sell
173,805
-4,928
-3% -$203K 0.05% 225
2023
Q3 		$7.32M Buy
178,733
+60
+0% +$2.53K 0.05% 216
2023
Q2 		$7.11M Buy
178,673
+6,000
+3% +$234K 0.05% 216
2023
Q1 		$6.8M Buy
+172,673
New +$7.26M 0.05% 238

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AGF Management's SF Position: Q1 2026 in Review

AGF Management sold out of Stifel (SF) in Q1 2026, closing a stake of 193,223 shares — an estimated $16.1M sold.

AGF Management first reported a position in SF in Q1 2023 and held it in 12 quarters. The position peaked at $17.4M in Q4 2024. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • AGF Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • AGF Management sold 193,223 Stifel shares in Q1 2026, an estimated $16.1M.
  • AGF Management first reported a position in Stifel in Q1 2023 and held it in 12 quarters.
  • AGF Management's Stifel position peaked at $17.4M in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.