Diamond Hill Capital Management
SF

Diamond Hill Capital Management’s Stifel SF Stock Holding History

Diamond Hill Capital Management’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 		– Sell
-239,984
Closed -$20M – 201
2025
Q4 		$20M Sell
239,984
-4,662
-2% -$373K 0.1% 109
2025
Q3 		$18.5M Sell
244,646
-15,015
-6% -$1.12M 0.09% 109
2025
Q2 		$18M Sell
259,661
-39,816
-13% -$2.45M 0.08% 104
2025
Q1 		$18.8M Sell
299,477
-45,730
-13% -$3.22M 0.09% 105
2024
Q4 		$24.4M Sell
345,207
-168,606
-33% -$12M 0.11% 97
2024
Q3 		$32.2M Sell
513,813
-23,252
-4% -$1.33M 0.13% 97
2024
Q2 		$30.1M Sell
537,065
-41,574
-7% -$2.2M 0.13% 94
2024
Q1 		$30.2M Buy
578,639
+876
+0.2% +$43.1K 0.12% 96
2023
Q4 		$26.6M Sell
577,763
-14,883
-3% -$612K 0.12% 99
2023
Q3 		$24.3M Sell
592,646
-24,250
-4% -$1.02M 0.12% 97
2023
Q2 		$24.5M Buy
616,896
+175,752
+40% +$6.86M 0.11% 98
2023
Q1 		$17.4M Buy
+441,144
New +$18.5M 0.08% 114

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Diamond Hill Capital Management's SF Position: Q1 2026 in Review

Diamond Hill Capital Management sold out of Stifel (SF) in Q1 2026, closing a stake of 239,984 shares — an estimated $20M sold.

Diamond Hill Capital Management first reported a position in SF in Q1 2023 and held it in 12 quarters. The position peaked at $32.2M in Q3 2024. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Diamond Hill Capital Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Diamond Hill Capital Management sold 239,984 Stifel shares in Q1 2026, an estimated $20M.
  • Diamond Hill Capital Management first reported a position in Stifel in Q1 2023 and held it in 12 quarters.
  • Diamond Hill Capital Management's Stifel position peaked at $32.2M in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Diamond Hill Capital Management's 13F filing for Q1 2026, filed 7 May 2026.