CCIA
SF

Campbell & Co Investment Adviser’s Stifel SF Stock Holding History

Campbell & Co Investment Adviser’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 		$5.05M Buy
68,328
+61,623
+919% +$4.89M 0.29% 67
2025
Q4 		$560K Sell
6,705
-6,468
-49% -$517K 0.03% 779
2025
Q3 		$996K Buy
+13,173
New +$986K 0.08% 421
2025
Q2 		– Sell
-70,380
Closed -$4.42M – 1433
2025
Q1 		$4.42M Sell
70,380
-17,463
-20% -$1.23M 0.34% 46
2024
Q4 		$6.21M Buy
+87,843
New +$6.27M 0.48% 22
2024
Q2 		– Sell
-75,995
Closed -$3.96M – 1317
2024
Q1 		$3.96M Buy
+75,995
New +$3.74M 0.34% 33
2023
Q3 		– Sell
-24,603
Closed -$979K – 1162
2023
Q2 		$979K Buy
+24,603
New +$960K 0.17% 155
2023
Q1 		– Sell
-23,247
Closed -$905K – 1012
2022
Q4 		$905K Buy
23,247
+12,648
+119% +$500K 0.22% 124
2022
Q3 		$367K Buy
+10,599
New +$417K 0.08% 417
2022
Q1 		– Sell
-45,776
Closed -$2.15M – 872
2021
Q4 		$2.15M Buy
45,776
+7,050
+18% +$342K 0.74% 6
2021
Q3 		$1.75M Buy
38,726
+3,750
+11% +$167K 0.57% 15
2021
Q2 		$1.51M Buy
+34,976
New +$1.57M 0.62% 13
2020
Q1 		– Sell
-71,788
Closed -$1.94M – 440
2019
Q4 		$1.94M Buy
+71,788
New +$1.88M 0.59% 10
2018
Q3 		– Sell
-8,815
Closed -$205K – 515
2018
Q2 		$205K Buy
+8,815
New +$229K 0.16% 306
2017
Q3 		– Sell
-29,018
Closed -$593K – 443
2017
Q2 		$593K Buy
+29,018
New +$596K 0.55% 32
2015
Q4 		– Sell
-64,240
Closed -$1.2M – 208
2015
Q3 		$1.2M Buy
+64,240
New +$1.45M 0.8% 17

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

Campbell & Co Investment Adviser's SF Position: Q1 2026 in Review

Campbell & Co Investment Adviser increased its Stifel (SF) stake by 919% in Q1 2026, buying an estimated $4.89M and bringing the position to 68,328 shares worth $5.05M. The position accounts for 0.29% of the portfolio, ranked #67.

Campbell & Co Investment Adviser first reported a position in SF in Q3 2015 and has held it in 16 quarters since. The position peaked at $6.21M in Q4 2024. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Campbell & Co Investment Adviser held 68,328 shares of Stifel worth $5.05M as of Q1 2026.
  • Campbell & Co Investment Adviser bought 61,623 Stifel shares in Q1 2026, an estimated $4.89M.
  • Stifel made up 0.29% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #67 holding.
  • Campbell & Co Investment Adviser first reported a position in Stifel in Q3 2015 and has held it in 16 quarters since.
  • Campbell & Co Investment Adviser's Stifel position peaked at $6.21M in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.