FCM
SF

FJ Capital Management’s Stifel SF Stock Holding History

FJ Capital 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
2026
Q1 		– Sell
-87,746
Closed -$7.32M – 160
2025
Q4 		$7.32M Buy
87,746
+48,779
+125% +$3.9M 0.81% 28
2025
Q3 		$2.95M Buy
+38,967
New +$2.92M 0.31% 67
2025
Q1 		– Sell
-43,929
Closed -$3.11M – 137
2024
Q4 		$3.11M Sell
43,929
-12,603
-22% -$900K 0.36% 53
2024
Q3 		$3.54M Buy
+56,532
New +$3.23M 0.37% 50

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $120B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FJ Capital Management's SF Position: Q1 2026 in Review

FJ Capital Management sold out of Stifel (SF) in Q1 2026, closing a stake of 87,746 shares — an estimated $7.32M sold.

FJ Capital Management first reported a position in SF in Q3 2024 and held it in 4 quarters. The position peaked at $7.32M in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • FJ Capital Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • FJ Capital Management sold 87,746 Stifel shares in Q1 2026, an estimated $7.32M.
  • FJ Capital Management first reported a position in Stifel in Q3 2024 and held it in 4 quarters.
  • FJ Capital Management's Stifel position peaked at $7.32M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on FJ Capital Management's 13F filing for Q1 2026, filed 15 May 2026.