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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clark Capital Management Group's SF Position: Q1 2026 in Review

Clark Capital Management Group reduced its Stifel (SF) stake by 0.97% in Q1 2026, selling an estimated $4.45K and leaving 5,721 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Clark Capital Management Group first reported a position in SF in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.82M in Q1 2020. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Clark Capital Management Group held 5,721 shares of Stifel worth $423K as of Q1 2026.
Clark Capital Management Group sold 56 Stifel shares in Q1 2026, an estimated $4.45K.
Stifel made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #398 holding.
Clark Capital Management Group first reported a position in Stifel in Q1 2020 and has held it in 9 quarters since.
Clark Capital Management Group's Stifel position peaked at $1.82M in Q1 2020.
630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.