Axa
SF

Axa’s Stifel SF Stock Holding History

Axa’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
2025
Q3 		– Sell
-61,254
Closed -$4.24M – 860
2025
Q2 		$4.24M Buy
61,254
+28,749
+88% +$1.77M 0.01% 593
2025
Q1 		$2.04M Buy
+32,505
New +$2.29M 0.01% 728
2022
Q2 		– Sell
-10,650
Closed -$482K – 1201
2022
Q1 		$482K Buy
+10,650
New +$511K ﹤0.01% 1042
2021
Q4 		– Sell
-114,600
Closed -$5.19M – 1272
2021
Q3 		$5.19M Sell
114,600
-85,725
-43% -$3.82M 0.01% 669
2021
Q2 		$8.66M Sell
200,325
-187,425
-48% -$8.41M 0.02% 553
2021
Q1 		$16.6M Buy
387,750
+144,300
+59% +$5.62M 0.05% 392
2020
Q4 		$8.19M Buy
243,450
+144,225
+145% +$4.28M 0.03% 568
2020
Q3 		$2.23M Buy
99,225
+22,275
+29% +$497K 0.01% 794
2020
Q2 		$1.62M Hold
76,950
– – 0.01% 862
2020
Q1 		$1.41M Buy
76,950
+63,900
+490% +$1.6M 0.01% 798
2019
Q4 		$352K Buy
+13,050
New +$341K ﹤0.01% 1048
2018
Q1 		– Sell
-19,800
Closed -$524K – 1418
2017
Q4 		$524K Sell
19,800
-324,900
-94% -$7.95M ﹤0.01% 1145
2017
Q3 		$8.19M Buy
344,700
+35,325
+11% +$765K 0.04% 500
2017
Q2 		$6.32M Buy
309,375
+211,500
+216% +$4.34M 0.03% 547
2017
Q1 		$2.18M Buy
+97,875
New +$2.25M 0.01% 765
2015
Q4 		– Sell
-495,000
Closed -$9.26M – 1482
2015
Q3 		$9.26M Buy
495,000
+6,750
+1% +$153K 0.04% 400
2015
Q2 		$12.5M Sell
488,250
-38,250
-7% -$943K 0.05% 357
2015
Q1 		$13M Sell
526,500
-38,250
-7% -$883K 0.05% 346
2014
Q4 		$12.8M Sell
564,750
-45,000
-7% -$952K 0.05% 336
2014
Q3 		$12.7M Sell
609,750
-27,000
-4% -$563K 0.05% 329
2014
Q2 		$13.4M Buy
636,750
+67,500
+12% +$1.39M 0.06% 343
2014
Q1 		$12.6M Buy
+569,250
New +$12.1M 0.05% 330

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Axa's SF Position: Q3 2025 in Review

Axa sold out of Stifel (SF) in Q3 2025, closing a stake of 61,254 shares — an estimated $4.24M sold.

Axa first reported a position in SF in Q1 2014 and held it in 22 quarters. The position peaked at $16.6M in Q1 2021. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Axa reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • Axa sold 61,254 Stifel shares in Q3 2025, an estimated $4.24M.
  • Axa first reported a position in Stifel in Q1 2014 and held it in 22 quarters.
  • Axa's Stifel position peaked at $16.6M in Q1 2021.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.