FFM
SF

Forum Financial Management’s Stifel SF Stock Holding History

Forum Financial 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
-5,081
Closed -$424K – 874
2025
Q4 		$424K Buy
5,081
+5
+0.1% +$400 0.01% 560
2025
Q3 		$384K Buy
5,076
+246
+5% +$18.4K 0.01% 593
2025
Q2 		$334K Buy
4,830
+1
+0% +$61 0.01% 613
2025
Q1 		$303K Hold
4,829
– – 0.01% 587
2024
Q4 		$341K Buy
4,829
+947
+24% +$67.6K 0.01% 539
2024
Q3 		$243K Sell
3,882
-15
-0.4% -$856 ﹤0.01% 627
2024
Q2 		$219K Buy
3,897
+22
+0.6% +$1.17K ﹤0.01% 632
2024
Q1 		$202K Buy
+3,875
New +$191K ﹤0.01% 703

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

Forum Financial Management's SF Position: Q1 2026 in Review

Forum Financial Management sold out of Stifel (SF) in Q1 2026, closing a stake of 5,081 shares — an estimated $424K sold.

Forum Financial Management first reported a position in SF in Q1 2024 and held it in 8 quarters. The position peaked at $424K in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Forum Financial Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,081 Stifel shares in Q1 2026, an estimated $424K.
  • Forum Financial Management first reported a position in Stifel in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's Stifel position peaked at $424K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.