Capital Research Global Investors
SF

Capital Research Global Investors’s Stifel SF Stock Holding History

Capital Research Global Investors’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 		$207M Sell
2,797,955
-514,777
-16% -$40.9M 0.03% 231
2025
Q4 		$277M Sell
3,312,732
-5,258
-0.2% -$420K 0.05% 194
2025
Q3 		$251M Sell
3,317,990
-50,649
-2% -$3.79M 0.05% 200
2025
Q2 		$233M Sell
3,368,639
-545,727
-14% -$33.5M 0.05% 207
2025
Q1 		$246M Sell
3,914,366
-1,297,738
-25% -$91.5M 0.05% 195
2024
Q4 		$369M Buy
5,212,104
+2,467
+0% +$176K 0.08% 162
2024
Q3 		$326M Buy
5,209,637
+3,017
+0.1% +$172K 0.07% 169
2024
Q2 		$292M Sell
5,206,620
-3,934,397
-43% -$208M 0.06% 184
2024
Q1 		$476M Sell
9,141,017
-1,056
-0% -$52K 0.11% 150
2023
Q4 		$421M Buy
9,142,073
+1,208
+0% +$49.7K 0.1% 163
2023
Q3 		$374M Buy
9,140,865
+3,268
+0% +$138K 0.1% 174
2023
Q2 		$363M Buy
9,137,597
+4,461
+0% +$174K 0.1% 172
2023
Q1 		$360M Buy
9,133,136
+1,682
+0% +$70.7K 0.1% 164
2022
Q4 		$355M Buy
9,131,454
+1,869
+0% +$73.9K 0.11% 159
2022
Q3 		$316M Buy
9,129,585
+2,029
+0% +$79.9K 0.1% 167
2022
Q2 		$341M Buy
9,127,556
+2,508
+0% +$104K 0.11% 167
2022
Q1 		$413M Buy
9,125,048
+4,307
+0% +$207K 0.1% 176
2021
Q4 		$428M Buy
9,120,741
+1,096
+0% +$53.2K 0.09% 179
2021
Q3 		$413M Sell
9,119,645
-2,925
-0% -$130K 0.1% 185
2021
Q2 		$394M Buy
9,122,570
+160,574
+2% +$7.2M 0.09% 190
2021
Q1 		$383M Buy
8,961,996
+687
+0% +$26.8K 0.09% 183
2020
Q4 		$301M Buy
+8,961,309
New +$266M 0.08% 203

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

Capital Research Global Investors's SF Position: Q1 2026 in Review

Capital Research Global Investors reduced its Stifel (SF) stake by 16% in Q1 2026, selling an estimated $40.9M and leaving 2,797,955 shares worth $207M. The position accounts for 0.03% of the portfolio, ranked #231.

Capital Research Global Investors first reported a position in SF in Q4 2020 and has held it in 22 quarters since. The position peaked at $476M in Q1 2024. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Capital Research Global Investors held 2,797,955 shares of Stifel worth $207M as of Q1 2026.
  • Capital Research Global Investors sold 514,777 Stifel shares in Q1 2026, an estimated $40.9M.
  • Stifel made up 0.03% of Capital Research Global Investors's portfolio in Q1 2026, its #231 holding.
  • Capital Research Global Investors first reported a position in Stifel in Q4 2020 and has held it in 22 quarters since.
  • Capital Research Global Investors's Stifel position peaked at $476M in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.