CFG
SF

Clayton Financial Group’s Stifel SF Stock Holding History

Clayton Financial 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
2025
Q2 		– Sell
-37,518
Closed -$2.36M – 101
2025
Q1 		$2.36M Hold
37,518
– – 0.86% 27
2024
Q4 		$2.65M Hold
37,518
– – 0.96% 26
2024
Q3 		$2.35M Hold
37,518
– – 0.88% 27
2024
Q2 		$1.96M Hold
37,518
– – 0.85% 28
2024
Q1 		$1.96M Hold
37,518
– – 0.89% 27
2023
Q4 		$1.73M Buy
+37,518
New +$1.54M 1.08% 25

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clayton Financial Group's SF Position: Q2 2025 in Review

Clayton Financial Group sold out of Stifel (SF) in Q2 2025, closing a stake of 37,518 shares — an estimated $2.36M sold.

Clayton Financial Group first reported a position in SF in Q4 2023 and held it in 6 quarters. The position peaked at $2.65M in Q4 2024. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Clayton Financial Group reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Clayton Financial Group sold 37,518 Stifel shares in Q2 2025, an estimated $2.36M.
  • Clayton Financial Group first reported a position in Stifel in Q4 2023 and held it in 6 quarters.
  • Clayton Financial Group's Stifel position peaked at $2.65M in Q4 2024.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Clayton Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.