Calamos Advisors
SF

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
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 – 629
2013
Q2 		$432K Buy
+27,225
New +$412K ﹤0.01% 542

Other funds holding SF

BlackRock
BlackRock New York $5.7T 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