AFG
SF

Atomi Financial Group’s Stifel SF Stock Holding History

Atomi Financial Group’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 		$292K Sell
3,951
-333
-8% -$26.4K 0.01% 958
2025
Q4 		$358K Buy
4,284
+612
+17% +$48.9K 0.01% 845
2025
Q3 		$278K Buy
3,672
+508
+16% +$38K 0.01% 937
2025
Q2 		$219K Buy
+3,164
New +$194K 0.01% 999

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

Atomi Financial Group's SF Position: Q1 2026 in Review

Atomi Financial Group reduced its Stifel (SF) stake by 7.8% in Q1 2026, selling an estimated $26.4K and leaving 3,951 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #958.

Atomi Financial Group first reported a position in SF in Q2 2025 and has held it in 4 quarters since. The position peaked at $358K in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Atomi Financial Group held 3,951 shares of Stifel worth $292K as of Q1 2026.
  • Atomi Financial Group sold 333 Stifel shares in Q1 2026, an estimated $26.4K.
  • Stifel made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #958 holding.
  • Atomi Financial Group first reported a position in Stifel in Q2 2025 and has held it in 4 quarters since.
  • Atomi Financial Group's Stifel position peaked at $358K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.