FC
SF

FORA Capital’s Stifel SF Stock Holding History

FORA Capital’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
Q2 		– Sell
-19,227
Closed -$1.21M – 674
2025
Q1 		$1.21M Buy
19,227
+9,718
+102% +$685K 0.12% 204
2024
Q4 		$672K Buy
+9,509
New +$679K 0.08% 233
2024
Q3 		– Sell
-9,032
Closed -$507K – 554
2024
Q2 		$507K Buy
9,032
+323
+4% +$17.1K 0.06% 293
2024
Q1 		$454K Buy
+8,709
New +$429K 0.04% 346
2021
Q2 		– Sell
-2,423
Closed -$103K – 1113
2021
Q1 		$103K Sell
2,423
-519
-18% -$20.2K 0.03% 404
2020
Q4 		$99K Buy
+2,942
New +$87.3K 0.02% 672

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

FORA Capital's SF Position: Q2 2025 in Review

FORA Capital sold out of Stifel (SF) in Q2 2025, closing a stake of 19,227 shares — an estimated $1.21M sold.

FORA Capital first reported a position in SF in Q4 2020 and held it in 6 quarters. The position peaked at $1.21M in Q1 2025. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • FORA Capital reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • FORA Capital sold 19,227 Stifel shares in Q2 2025, an estimated $1.21M.
  • FORA Capital first reported a position in Stifel in Q4 2020 and held it in 6 quarters.
  • FORA Capital's Stifel position peaked at $1.21M in Q1 2025.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.