EAM
SF

EFG Asset Management’s Stifel SF Stock Holding History

EFG Asset 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
2025
Q3 		$2.52M Buy
33,366
+382
+1% +$28.6K 0.33% 127
2025
Q2 		$2.28M Sell
32,984
-8,971
-21% -$551K 0.32% 130
2025
Q1 		$2.63M Sell
41,955
-12,764
-23% -$900K 0.44% 89
2024
Q4 		$3.87M Buy
54,719
+25,899
+90% +$1.85M 0.53% 63
2024
Q3 		$1.8M Buy
28,820
+2,078
+8% +$119K 0.3% 148
2024
Q2 		$1.5M Buy
26,742
+126
+0.5% +$6.68K 0.26% 152
2024
Q1 		$1.39M Buy
26,616
+1,501
+6% +$73.9K 0.24% 168
2023
Q4 		$1.16M Sell
25,115
-624
-2% -$25.7K 0.22% 163
2023
Q3 		$1.05M Sell
25,739
-2,065
-7% -$87K 0.25% 138
2023
Q2 		$1.11M Sell
27,804
-1,647
-6% -$64.2K 0.24% 139
2023
Q1 		$1.16M Buy
29,451
+4,126
+16% +$173K 0.26% 138
2022
Q4 		$995K Sell
25,325
-850
-3% -$33.6K 0.22% 150
2022
Q3 		$907K Sell
26,175
-1,970
-7% -$77.5K 0.21% 150
2022
Q2 		$1.05M Sell
28,145
-9,729
-26% -$404K 0.22% 135
2022
Q1 		$1.72M Sell
37,874
-25,614
-40% -$1.23M 0.26% 120
2021
Q4 		$2.98M Buy
+63,488
New +$3.08M 0.39% 71

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EFG Asset Management's SF Position: Q3 2025 in Review

EFG Asset Management increased its Stifel (SF) stake by 1.2% in Q3 2025, buying an estimated $28.6K and bringing the position to 33,366 shares worth $2.52M. The position accounts for 0.33% of the portfolio, ranked #127.

EFG Asset Management first reported a position in SF in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.87M in Q4 2024. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • EFG Asset Management held 33,366 shares of Stifel worth $2.52M as of Q3 2025.
  • EFG Asset Management bought 382 Stifel shares in Q3 2025, an estimated $28.6K.
  • Stifel made up 0.33% of EFG Asset Management's portfolio in Q3 2025, its #127 holding.
  • EFG Asset Management first reported a position in Stifel in Q4 2021 and has held it in 16 quarters since.
  • EFG Asset Management's Stifel position peaked at $3.87M in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.