Balyasny Asset Management
SF

Balyasny Asset Management’s Stifel SF Stock Holding History

Balyasny Asset 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 		$4.9M Sell
66,260
-940,129
-93% -$74.7M 0.01% 1364
2025
Q4 		$84M Buy
1,006,389
+582,285
+137% +$46.5M 0.11% 217
2025
Q3 		$32.1M Sell
424,104
-263,174
-38% -$19.7M 0.04% 518
2025
Q2 		$47.6M Buy
687,278
+121,155
+21% +$7.44M 0.07% 347
2025
Q1 		$35.6M Buy
566,123
+519,735
+1,120% +$36.6M 0.06% 396
2024
Q4 		$3.28M Sell
46,388
-430,888
-90% -$30.8M ﹤0.01% 1471
2024
Q3 		$29.9M Sell
477,276
-568,902
-54% -$32.5M 0.05% 486
2024
Q2 		$58.7M Buy
1,046,178
+831,424
+387% +$44.1M 0.1% 250
2024
Q1 		$11.2M Buy
+214,754
New +$10.6M 0.02% 869
2023
Q3 		– Sell
-1,089,002
Closed -$43.3M – 2674
2023
Q2 		$43.3M Buy
+1,089,002
New +$42.5M 0.1% 292
2022
Q3 		– Sell
-20,016
Closed -$748K – 3219
2022
Q2 		$748K Sell
20,016
-221,942
-92% -$9.22M ﹤0.01% 1860
2022
Q1 		$11M Sell
241,958
-31,065
-11% -$1.49M 0.03% 664
2021
Q4 		$12.8M Sell
273,023
-560,029
-67% -$27.2M 0.04% 556
2021
Q3 		$37.7M Buy
833,052
+118,156
+17% +$5.27M 0.16% 163
2021
Q2 		$30.9M Buy
+714,896
New +$32.1M 0.15% 178
2020
Q4 		– Sell
-12,301
Closed -$276K – 1657
2020
Q3 		$276K Buy
+12,301
New +$275K ﹤0.01% 1181
2020
Q2 		– Sell
-30,884
Closed -$567K – 1453
2020
Q1 		$567K Buy
+30,884
New +$774K 0.01% 875
2019
Q3 		– Sell
-268,216
Closed -$7.04M – 1528
2019
Q2 		$7.04M Buy
268,216
+248,402
+1,254% +$6.32M 0.05% 504
2019
Q1 		$465K Sell
19,814
-428,687
-96% -$9.71M ﹤0.01% 1221
2018
Q4 		$8.26M Sell
448,501
-1,007,238
-69% -$20.9M 0.06% 393
2018
Q3 		$33.2M Sell
1,455,739
-120,323
-8% -$2.9M 0.15% 185
2018
Q2 		$36.6M Buy
1,576,062
+346,347
+28% +$9.01M 0.17% 157
2018
Q1 		$32.4M Sell
1,229,715
-83,504
-6% -$2.37M 0.14% 208
2017
Q4 		$34.8M Sell
1,313,219
-365,292
-22% -$8.94M 0.11% 247
2017
Q3 		$39.9M Buy
1,678,511
+888,714
+113% +$19.2M 0.16% 180
2017
Q2 		$16.1M Buy
789,797
+575,804
+269% +$11.8M 0.07% 383
2017
Q1 		$4.77M Buy
+213,993
New +$4.93M 0.02% 713
2015
Q2 		– Sell
-637,416
Closed -$15.8M – 1304
2015
Q1 		$15.8M Buy
637,416
+503,179
+375% +$11.6M 0.13% 243
2014
Q4 		$3.04M Sell
134,237
-310,122
-70% -$6.56M 0.03% 509
2014
Q3 		$9.26M Buy
444,359
+82,374
+23% +$1.72M 0.07% 321
2014
Q2 		$7.62M Buy
+361,985
New +$7.46M 0.09% 289

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

Balyasny Asset Management's SF Position: Q1 2026 in Review

Balyasny Asset Management reduced its Stifel (SF) stake by 93% in Q1 2026, selling an estimated $74.7M and leaving 66,260 shares worth $4.9M. The position accounts for 0.01% of the portfolio, ranked #1364.

Balyasny Asset Management first reported a position in SF in Q2 2014 and has held it in 31 quarters since. The position peaked at $84M in Q4 2025. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Balyasny Asset Management held 66,260 shares of Stifel worth $4.9M as of Q1 2026.
  • Balyasny Asset Management sold 940,129 Stifel shares in Q1 2026, an estimated $74.7M.
  • Stifel made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1364 holding.
  • Balyasny Asset Management first reported a position in Stifel in Q2 2014 and has held it in 31 quarters since.
  • Balyasny Asset Management's Stifel position peaked at $84M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.