Baird Financial Group
SF

Baird Financial Group’s Stifel SF Stock Holding History

Baird 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 		$607K Buy
8,215
+295
+4% +$23.4K ﹤0.01% 1419
2025
Q4 		$661K Buy
7,920
+601
+8% +$48K ﹤0.01% 1384
2025
Q3 		$554K Sell
7,319
-72
-1% -$5.39K ﹤0.01% 1435
2025
Q2 		$511K Buy
7,391
+50
+0.7% +$3.07K ﹤0.01% 1410
2025
Q1 		$461K Buy
7,341
+42
+0.6% +$2.96K ﹤0.01% 1420
2024
Q4 		$516K Buy
7,299
+30
+0.4% +$2.14K ﹤0.01% 1373
2024
Q3 		$455K Buy
7,269
+1,419
+24% +$81K ﹤0.01% 1408
2024
Q2 		$328K Hold
5,850
– – ﹤0.01% 1530
2024
Q1 		$305K Buy
5,850
+153
+3% +$7.53K ﹤0.01% 1545
2023
Q4 		$263K Sell
5,697
-167
-3% -$6.87K ﹤0.01% 1561
2023
Q3 		$240K Hold
5,864
– – ﹤0.01% 1570
2023
Q2 		$233K Sell
5,864
-49
-0.8% -$1.91K ﹤0.01% 1572
2023
Q1 		$233K Buy
5,913
+37
+0.6% +$1.55K ﹤0.01% 1574
2022
Q4 		$229K Buy
+5,876
New +$232K ﹤0.01% 1564
2022
Q3 		– Sell
-26,657
Closed -$995K – 1826
2022
Q2 		$995K Buy
26,657
+453
+2% +$18.8K ﹤0.01% 1086
2022
Q1 		$1.19M Sell
26,204
-744
-3% -$35.7K ﹤0.01% 1072
2021
Q4 		$1.26M Buy
26,948
+60
+0.2% +$2.91K ﹤0.01% 1113
2021
Q3 		$1.22M Buy
26,888
+21,261
+378% +$948K ﹤0.01% 1125
2021
Q2 		$243K Hold
5,627
– – ﹤0.01% 1629
2021
Q1 		$240K Buy
+5,627
New +$219K ﹤0.01% 1587

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

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

Baird Financial Group increased its Stifel (SF) stake by 3.7% in Q1 2026, buying an estimated $23.4K and bringing the position to 8,215 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Baird Financial Group first reported a position in SF in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q4 2021. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Baird Financial Group held 8,215 shares of Stifel worth $607K as of Q1 2026.
  • Baird Financial Group bought 295 Stifel shares in Q1 2026, an estimated $23.4K.
  • Stifel made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1419 holding.
  • Baird Financial Group first reported a position in Stifel in Q1 2021 and has held it in 20 quarters since.
  • Baird Financial Group's Stifel position peaked at $1.26M in Q4 2021.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

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