Bank of America
SF

Bank of America’s Stifel SF Stock Holding History

Bank of America’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
2017
Q2 		– Sell
-101,250
Closed -$2.26M – 7146
2017
Q1 		$2.26M Hold
101,250
– – ﹤0.01% 3760
2016
Q4 		$2.25M Buy
101,250
+45,000
+80% +$903K ﹤0.01% 3676
2016
Q3 		$961K Buy
+56,250
New +$904K ﹤0.01% 4195

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $535B AUM 26.23% 1-Year Est. Return

Bank of America's SF Position: Q1 2026 in Review

Bank of America increased its Stifel (SF) stake by 5.8% in Q1 2026, buying an estimated $8.13M and bringing the position to 1,875,501 shares worth $139M. The position accounts for 0.01% of the portfolio, ranked #916.

Bank of America first reported a position in SF in Q2 2013 and has held it in 52 quarters since. The position peaked at $148M in Q4 2025. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Bank of America held 1,875,501 shares of Stifel worth $139M as of Q1 2026.
  • Bank of America bought 102,405 Stifel shares in Q1 2026, an estimated $8.13M.
  • Stifel made up 0.01% of Bank of America's portfolio in Q1 2026, its #916 holding.
  • Bank of America first reported a position in Stifel in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Stifel position peaked at $148M in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.