CCMG
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Clark Capital Management Group’s Stifel SF Stock Holding History

Clark Capital Management Group’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 		$399K Buy
5,723
+2
+0% +$149 ﹤0.01% 427
2026
Q1 		$423K Sell
5,721
-56
-1% -$4.45K ﹤0.01% 398
2025
Q4 		$482K Buy
5,777
+314
+6% +$25.1K ﹤0.01% 364
2025
Q3 		$413K Buy
5,463
+201
+4% +$15K ﹤0.01% 365
2025
Q2 		$364K Sell
5,262
-12,731
-71% -$782K ﹤0.01% 354
2025
Q1 		$1.13M Sell
17,993
-657
-4% -$46.3K 0.01% 290
2024
Q4 		$1.32M Buy
18,650
+1,245
+7% +$88.9K 0.01% 288
2024
Q3 		$1.09M Buy
17,405
+2,451
+16% +$140K 0.01% 295
2024
Q2 		$839K Buy
+14,954
New +$792K 0.01% 289
2020
Q2 		– Sell
-99,209
Closed -$1.82M – 332
2020
Q1 		$1.82M Buy
+99,209
New +$2.48M 0.05% 174

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clark Capital Management Group's SF Position: Q2 2026 in Review

Clark Capital Management Group increased its Stifel (SF) stake by 0.03% in Q2 2026, buying an estimated $149 and bringing the position to 5,723 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Clark Capital Management Group first reported a position in SF in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.82M in Q1 2020. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Clark Capital Management Group held 5,723 shares of Stifel worth $399K as of Q2 2026.
  • Clark Capital Management Group bought 2 Stifel shares in Q2 2026, an estimated $149.
  • Stifel made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #427 holding.
  • Clark Capital Management Group first reported a position in Stifel in Q1 2020 and has held it in 10 quarters since.
  • Clark Capital Management Group's Stifel position peaked at $1.82M in Q1 2020.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.