Connor, Clark & Lunn Investment Management (CC&L)’s Stifel SF Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$8.28M	Buy	+112,001	New	+$8.89M	0.02%	529
2025 Q2	–	Sell	-3,569	Closed	-$224K	–	1669
2025 Q1	$224K	Buy	+3,569	New	+$252K	﹤0.01%	1312
2023 Q1	–	Sell	-59,487	Closed	-$2.31M	–	1429
2022 Q4	$2.31M	Buy	59,487 +49,579	+500%	+$1.96M	0.01%	509
2022 Q3	$343K	Sell	9,908 -13,191	-57%	-$519K	﹤0.01%	890
2022 Q2	$863K	Sell	23,099 -33,198	-59%	-$1.38M	0.01%	654
2022 Q1	$2.55M	Buy	+56,297	New	+$2.7M	0.01%	449

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Connor, Clark & Lunn Investment Management (CC&L)'s SF Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) opened a new position in Stifel (SF) in Q1 2026: 112,001 shares worth $8.28M. The stake represents 0.02% of the portfolio and ranks #529 among its holdings. This is a return to the name: Connor, Clark & Lunn Investment Management (CC&L) previously reported a position in SF as recently as Q1 2025.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SF in Q1 2022 and has held it in 6 quarters since. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 112,001 shares of Stifel worth $8.28M as of Q1 2026.
Stifel was a new Connor, Clark & Lunn Investment Management (CC&L) position in Q1 2026.
Stifel made up 0.02% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #529 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Stifel in Q1 2022 and has held it in 6 quarters since.
632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.