Financial Management Professionals
SF icon

Financial Management Professionals’s Stifel SF Stock Holding History

Financial Management Professionals’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
Q3 		$700 Hold
10
– – ﹤0.01% 901
2026
Q2 		$698 Hold
10
– – ﹤0.01% 922
2026
Q1 		$739 Sell
10
-1
-9% -$79 ﹤0.01% 839
2025
Q4 		$877 Hold
11
– – ﹤0.01% 809
2025
Q3 		$794 Hold
11
– – ﹤0.01% 805
2025
Q2 		$726 Hold
11
– – ﹤0.01% 868
2025
Q1 		$660 Hold
11
– – ﹤0.01% 863
2024
Q4 		$743 Hold
11
– – ﹤0.01% 845
2024
Q3 		$1K Hold
11
– – ﹤0.01% 881
2024
Q2 		$1K Hold
11
– – ﹤0.01% 842
2024
Q1 		$1K Hold
11
– – ﹤0.01% 898
2023
Q4 		$0 Buy
+11
New +$452 ﹤0.01% 1037
2022
Q2 		– Sell
-17
Closed -$1K – 1105
2022
Q1 		$1K Buy
+17
New +$816 ﹤0.01% 948

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Financial Management Professionals's SF Position: Q3 2026 in Review

Financial Management Professionals held its Stifel (SF) position steady in Q3 2026 at 10 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Financial Management Professionals first reported a position in SF in Q1 2022 and has held it in 13 quarters since. The position peaked at $1K in Q3 2024. 117 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Financial Management Professionals held 10 shares of Stifel worth $700 as of Q3 2026.
  • Financial Management Professionals left its Stifel share count unchanged in Q3 2026.
  • Stifel made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #901 holding.
  • Financial Management Professionals first reported a position in Stifel in Q1 2022 and has held it in 13 quarters since.
  • Financial Management Professionals's Stifel position peaked at $1K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.