D.E. Shaw & Co’s Stifel SF Stock Holding History

D.E. Shaw & Co’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
2018 Q3	–	Sell	-22,500	Closed	-$523K	–	3942
2018 Q2	$523K	Hold	22,500	–	–	﹤0.01%	3093
2018 Q1	$592K	Buy	+22,500	New	+$638K	﹤0.01%	2799
2016 Q4	–	Sell	-19,800	Closed	-$338K	–	3587
2016 Q3	$338K	Sell	19,800 -8,325	-30%	-$134K	﹤0.01%	2995
2016 Q2	$393K	Hold	28,125	–	–	﹤0.01%	2897
2016 Q1	$370K	Buy	+28,125	New	+$400K	﹤0.01%	2927
2014 Q3	–	Sell	-10,800	Closed	-$227K	–	4355
2014 Q2	$227K	Sell	10,800 -45,000	-81%	-$927K	﹤0.01%	3939
2014 Q1	$1.23M	Buy	55,800 +225	+0.4%	+$4.78K	﹤0.01%	2843
2013 Q4	$1.18M	Sell	55,575 -30,150	-35%	-$579K	﹤0.01%	3017
2013 Q3	$1.57M	Buy	+85,725	New	+$1.5M	﹤0.01%	2637

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

D.E. Shaw & Co's SF Position: Q1 2026 in Review

D.E. Shaw & Co increased its Stifel (SF) stake by 43% in Q1 2026, buying an estimated $15M and bringing the position to 622,384 shares worth $46M. The position accounts for 0.03% of the portfolio, ranked #695.

D.E. Shaw & Co first reported a position in SF in Q1 2014 and has held it in 49 quarters since. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

D.E. Shaw & Co held 622,384 shares of Stifel worth $46M as of Q1 2026.
D.E. Shaw & Co bought 188,305 Stifel shares in Q1 2026, an estimated $15M.
Stifel made up 0.03% of D.E. Shaw & Co's portfolio in Q1 2026, its #695 holding.
D.E. Shaw & Co first reported a position in Stifel in Q1 2014 and has held it in 49 quarters since.
630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.