Citigroup’s Stifel SF Stock Holding History

Citigroup’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	$1.44M	Sell	20,500 -79,500	-80%	-$6.27M	﹤0.01%	3066
2026 Q2	$6.98M	Buy	+100,000	New	+$7.46M	﹤0.01%	1869
2026 Q1	–	Sell	-4,050	Closed	-$338K	–	6344
2025 Q4	$338K	Hold	4,050	–	–	﹤0.01%	3759
2025 Q3	$306K	Buy	+4,050	New	+$303K	﹤0.01%	3802
2017 Q2	–	Sell	-55,125	Closed	-$1.23M	–	7460
2017 Q1	$1.23M	Buy	55,125 +2,475	+5%	+$57K	﹤0.01%	2998
2016 Q4	$1.17M	Buy	+52,650	New	+$1.06M	﹤0.01%	3515

Other funds holding SF

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Citigroup's SF Position: Q3 2026 in Review

Citigroup reduced its Stifel (SF) stake by 42% in Q3 2026, selling an estimated $4.73M and leaving 82,090 shares worth $5.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Citigroup first reported a position in SF in Q2 2013 and has held it in 54 quarters since. The position peaked at $9.9M in Q2 2026. 335 funds tracked by Wall St. Rank hold SF as of Q3 2026.

Citigroup held 82,090 shares of Stifel worth $5.75M as of Q3 2026.
Citigroup sold 59,926 Stifel shares in Q3 2026, an estimated $4.73M.
Stifel made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2018 holding.
Citigroup first reported a position in Stifel in Q2 2013 and has held it in 54 quarters since.
Citigroup's Stifel position peaked at $9.9M in Q2 2026.
335 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.