Calamos Advisors’s Stifel SF Stock Holding History

Calamos Advisors’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 Q2	$945K	Sell	13,544 -6,920	-34%	-$516K	﹤0.01%	760
2026 Q1	$1.51M	Sell	20,464 -18,238	-47%	-$1.45M	0.01%	707
2025 Q4	$3.23M	Sell	38,702 -15,765	-29%	-$1.26M	0.01%	578
2025 Q3	$4.12M	Buy	54,467 +25,580	+89%	+$1.92M	0.02%	560
2025 Q2	$2M	Buy	28,887 +10,057	+53%	+$618K	0.01%	633
2025 Q1	$1.18M	Buy	18,830 +4,407	+31%	+$311K	0.01%	633
2024 Q4	$1.02M	Hold	14,423	–	–	﹤0.01%	667
2024 Q3	$903K	Buy	+14,423	New	+$823K	﹤0.01%	678
2013 Q3	–	Sell	-27,225	Closed	-$432K	–	627
2013 Q2	$432K	Buy	+27,225	New	+$412K	﹤0.01%	542

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Calamos Advisors's SF Position: Q2 2026 in Review

Calamos Advisors reduced its Stifel (SF) stake by 34% in Q2 2026, selling an estimated $516K and leaving 13,544 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Calamos Advisors first reported a position in SF in Q2 2013 and has held it in 9 quarters since. The position peaked at $4.12M in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Calamos Advisors held 13,544 shares of Stifel worth $945K as of Q2 2026.
Calamos Advisors sold 6,920 Stifel shares in Q2 2026, an estimated $516K.
Stifel made up ﹤0.01% of Calamos Advisors's portfolio in Q2 2026, its #760 holding.
Calamos Advisors first reported a position in Stifel in Q2 2013 and has held it in 9 quarters since.
Calamos Advisors's Stifel position peaked at $4.12M in Q3 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.