Capital Fund Management (CFM)’s Stifel SF Stock Holding History

Capital Fund Management (CFM)’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	$3.35M	Buy	48,043 +36,136	+303%	+$2.69M	0.01%	1139
2026 Q1	$880K	Buy	+11,907	New	+$946K	﹤0.01%	1725
2023 Q3	–	Sell	-27,590	Closed	-$1.1M	–	2070
2023 Q2	$1.1M	Sell	27,590 -10,360	-27%	-$404K	﹤0.01%	1381
2023 Q1	$1.49M	Buy	37,950 +14,890	+65%	+$626K	0.01%	1152
2022 Q4	$897K	Buy	+23,060	New	+$912K	0.01%	1153
2022 Q3	–	Sell	-32,165	Closed	-$1.2M	–	1621
2022 Q2	$1.2M	Buy	32,165 +11,201	+53%	+$465K	0.01%	1006
2022 Q1	$949K	Buy	+20,964	New	+$1.01M	0.01%	1166
2020 Q4	–	Sell	-72,961	Closed	-$1.64M	–	1528
2020 Q3	$1.64M	Buy	+72,961	New	+$1.63M	0.02%	701
2019 Q3	–	Sell	-23,625	Closed	-$620K	–	1865
2019 Q2	$620K	Buy	+23,625	New	+$601K	0.01%	1155
2018 Q1	–	Sell	-54,225	Closed	-$1.44M	–	2147
2017 Q4	$1.44M	Buy	+54,225	New	+$1.33M	0.01%	1085

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

Capital Fund Management (CFM)'s SF Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Stifel (SF) stake by 303% in Q2 2026, buying an estimated $2.69M and bringing the position to 48,043 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #1139.

Capital Fund Management (CFM) first reported a position in SF in Q4 2017 and has held it in 10 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Capital Fund Management (CFM) held 48,043 shares of Stifel worth $3.35M as of Q2 2026.
Capital Fund Management (CFM) bought 36,136 Stifel shares in Q2 2026, an estimated $2.69M.
Stifel made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1139 holding.
Capital Fund Management (CFM) first reported a position in Stifel in Q4 2017 and has held it in 10 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.