EMPI
SF

Elo Mutual Pension Insurance’s Stifel SF Stock Holding History

Elo Mutual Pension Insurance’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 		$2.25M Sell
30,404
-232
-0.8% -$18.4K 0.04% 336
2025
Q4 		$2.56M Buy
+30,636
New +$2.45M 0.04% 322
2025
Q2 		– Sell
-15,867
Closed -$997K – 689
2025
Q1 		$997K Buy
+15,867
New +$1.12M 0.02% 423

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 $113B AUM 38.87% 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

Elo Mutual Pension Insurance's SF Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Stifel (SF) stake by 0.76% in Q1 2026, selling an estimated $18.4K and leaving 30,404 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #336.

Elo Mutual Pension Insurance first reported a position in SF in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.56M in Q4 2025. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Elo Mutual Pension Insurance held 30,404 shares of Stifel worth $2.25M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 232 Stifel shares in Q1 2026, an estimated $18.4K.
  • Stifel made up 0.04% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #336 holding.
  • Elo Mutual Pension Insurance first reported a position in Stifel in Q1 2025 and has held it in 3 quarters since.
  • Elo Mutual Pension Insurance's Stifel position peaked at $2.56M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.