GI
SF icon

GAMMA Investing’s Stifel SF Stock Holding History

GAMMA Investing’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 		$890K Buy
12,713
+2,221
+21% +$175K 0.03% 466
2026
Q2 		$732K Buy
10,492
+312
+3% +$23.3K 0.03% 500
2026
Q1 		$753K Sell
10,180
-337
-3% -$26.8K 0.04% 430
2025
Q4 		$878K Buy
10,517
+1,404
+15% +$112K 0.04% 359
2025
Q3 		$689K Buy
9,113
+668
+8% +$50K 0.04% 407
2025
Q2 		$584K Buy
8,445
+1,681
+25% +$103K 0.04% 427
2025
Q1 		$425K Buy
6,764
+5,414
+401% +$382K 0.03% 477
2024
Q4 		$95.5K Buy
1,350
+595
+79% +$42.5K 0.01% 1147
2024
Q3 		$47.2K Buy
755
+164
+28% +$9.36K ﹤0.01% 1536
2024
Q2 		$33.2K Buy
591
+174
+42% +$9.22K ﹤0.01% 1495
2024
Q1 		$21.7K Buy
417
+3
+0.7% +$148 ﹤0.01% 1596
2023
Q4 		$20.1K Buy
+414
New +$17K 0.01% 1503

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GAMMA Investing's SF Position: Q3 2026 in Review

GAMMA Investing increased its Stifel (SF) stake by 21% in Q3 2026, buying an estimated $175K and bringing the position to 12,713 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #466.

GAMMA Investing first reported a position in SF in Q4 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • GAMMA Investing held 12,713 shares of Stifel worth $890K as of Q3 2026.
  • GAMMA Investing bought 2,221 Stifel shares in Q3 2026, an estimated $175K.
  • Stifel made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #466 holding.
  • GAMMA Investing first reported a position in Stifel in Q4 2023 and has held it in 12 quarters since.
  • 19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.