EI
SF

EDMP Inc’s Stifel SF Stock Holding History

EDMP Inc’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 		$719K Sell
9,727
-8
-0.1% -$635 0.58% 45
2025
Q4 		$813K Buy
9,735
+229
+2% +$18.3K 0.67% 46
2025
Q3 		$719K Sell
9,506
-30
-0.3% -$2.25K 0.57% 47
2025
Q2 		$660K Sell
9,536
-600
-6% -$36.8K 0.56% 47
2025
Q1 		$637K Buy
+10,136
New +$715K 0.53% 50

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

EDMP Inc's SF Position: Q1 2026 in Review

EDMP Inc reduced its Stifel (SF) stake by 0.08% in Q1 2026, selling an estimated $635 and leaving 9,727 shares worth $719K. The position accounts for 0.58% of the portfolio, ranked #45.

EDMP Inc first reported a position in SF in Q1 2025 and has held it in 5 quarters since. The position peaked at $813K in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • EDMP Inc held 9,727 shares of Stifel worth $719K as of Q1 2026.
  • EDMP Inc sold 8 Stifel shares in Q1 2026, an estimated $635.
  • Stifel made up 0.58% of EDMP Inc's portfolio in Q1 2026, its #45 holding.
  • EDMP Inc first reported a position in Stifel in Q1 2025 and has held it in 5 quarters since.
  • EDMP Inc's Stifel position peaked at $813K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on EDMP Inc's 13F filing for Q1 2026, filed 28 Apr 2026.