CL
SF

Choreo LLC’s Stifel SF Stock Holding History

Choreo LLC’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 		$1.24M Sell
16,756
-1,120
-6% -$88.9K 0.02% 541
2025
Q4 		$1.51M Buy
17,876
+374
+2% +$29.9K 0.02% 449
2025
Q3 		$1.32M Sell
17,502
-5,099
-23% -$382K 0.02% 500
2025
Q2 		$1.56M Sell
22,601
-1,935
-8% -$119K 0.02% 430
2025
Q1 		$1.54M Buy
24,536
+59
+0.2% +$4.16K 0.02% 413
2024
Q4 		$1.73M Sell
24,477
-3,438
-12% -$245K 0.02% 396
2024
Q3 		$1.74M Buy
27,915
+3,157
+13% +$180K 0.03% 390
2024
Q2 		$1.38M Buy
+24,758
New +$1.31M 0.02% 402

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

Choreo LLC's SF Position: Q1 2026 in Review

Choreo LLC reduced its Stifel (SF) stake by 6.3% in Q1 2026, selling an estimated $88.9K and leaving 16,756 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #541.

Choreo LLC first reported a position in SF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q3 2024. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Choreo LLC held 16,756 shares of Stifel worth $1.24M as of Q1 2026.
  • Choreo LLC sold 1,120 Stifel shares in Q1 2026, an estimated $88.9K.
  • Stifel made up 0.02% of Choreo LLC's portfolio in Q1 2026, its #541 holding.
  • Choreo LLC first reported a position in Stifel in Q2 2024 and has held it in 8 quarters since.
  • Choreo LLC's Stifel position peaked at $1.74M in Q3 2024.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.