Capital Advisors Ltd’s Stifel SF Stock Holding History

Capital Advisors Ltd’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 Q3	$6K	Buy	91 +43	+90%	+$3.39K	﹤0.01%	1031
2026 Q2	$3K	Hold	48	–	–	﹤0.01%	1070
2026 Q1	$4K	Hold	48	–	–	﹤0.01%	1013
2025 Q4	$4K	Hold	48	–	–	﹤0.01%	988
2025 Q3	$4K	Hold	48	–	–	﹤0.01%	972
2025 Q2	$3K	Hold	48	–	–	﹤0.01%	1015
2025 Q1	$3K	Hold	48	–	–	﹤0.01%	1004
2024 Q4	$3K	Hold	48	–	–	﹤0.01%	1026
2024 Q3	$3K	Sell	48 -2	-4%	-$114	﹤0.01%	1015
2024 Q2	$3K	Buy	50 +2	+4%	+$106	﹤0.01%	1011
2024 Q1	$3K	Hold	48	–	–	﹤0.01%	998
2023 Q4	$2K	Hold	48	–	–	﹤0.01%	1048
2023 Q3	$2K	Hold	48	–	–	﹤0.01%	1038
2023 Q2	$2K	Buy	48 +12	+33%	+$468	﹤0.01%	1046
2023 Q1	$1K	Buy	+36	New	+$1.51K	﹤0.01%	1108
2022 Q4	–	Sell	-41	Closed	-$1K	–	1588
2022 Q3	$1K	Buy	41 +32	+356%	+$1.26K	﹤0.01%	1109
2022 Q2	$0	Buy	+9	New	+$374	﹤0.01%	1291

Other funds holding SF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Capital Advisors Ltd's SF Position: Q3 2026 in Review

Capital Advisors Ltd increased its Stifel (SF) stake by 90% in Q3 2026, buying an estimated $3.39K and bringing the position to 91 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Capital Advisors Ltd first reported a position in SF in Q2 2022 and has held it in 17 quarters since. 259 funds tracked by Wall St. Rank hold SF as of Q3 2026.

Capital Advisors Ltd held 91 shares of Stifel worth $6K as of Q3 2026.
Capital Advisors Ltd bought 43 Stifel shares in Q3 2026, an estimated $3.39K.
Stifel made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1031 holding.
Capital Advisors Ltd first reported a position in Stifel in Q2 2022 and has held it in 17 quarters since.
259 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.