DP
SF

Dundas Partners’s Stifel SF Stock Holding History

Dundas Partners’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 		$346K Sell
4,676
-1,023
-18% -$81.2K 0.03% 37
2025
Q4 		$476K Buy
5,699
+668
+13% +$53.4K 0.03% 36
2025
Q3 		$381K Buy
+5,031
New +$377K 0.03% 40

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dundas Partners's SF Position: Q1 2026 in Review

Dundas Partners reduced its Stifel (SF) stake by 18% in Q1 2026, selling an estimated $81.2K and leaving 4,676 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #37.

Dundas Partners first reported a position in SF in Q3 2025 and has held it in 3 quarters since. The position peaked at $476K in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Dundas Partners held 4,676 shares of Stifel worth $346K as of Q1 2026.
  • Dundas Partners sold 1,023 Stifel shares in Q1 2026, an estimated $81.2K.
  • Stifel made up 0.03% of Dundas Partners's portfolio in Q1 2026, its #37 holding.
  • Dundas Partners first reported a position in Stifel in Q3 2025 and has held it in 3 quarters since.
  • Dundas Partners's Stifel position peaked at $476K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Dundas Partners's 13F filing for Q1 2026, filed 14 May 2026.