GIA
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Gateway Investment Advisers’s Stifel SF Stock Holding History

Gateway Investment Advisers’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 		$2.19M Buy
31,277
+8,349
+36% +$659K 0.02% 329
2026
Q2 		$1.6M Buy
22,928
+14,762
+181% +$1.1M 0.02% 332
2026
Q1 		$604K Buy
8,166
+5,200
+175% +$413K 0.01% 442
2025
Q4 		$248K Buy
+2,966
New +$237K ﹤0.01% 551

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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

Gateway Investment Advisers's SF Position: Q3 2026 in Review

Gateway Investment Advisers increased its Stifel (SF) stake by 36% in Q3 2026, buying an estimated $659K and bringing the position to 31,277 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #329.

Gateway Investment Advisers first reported a position in SF in Q4 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Gateway Investment Advisers held 31,277 shares of Stifel worth $2.19M as of Q3 2026.
  • Gateway Investment Advisers bought 8,349 Stifel shares in Q3 2026, an estimated $659K.
  • Stifel made up 0.02% of Gateway Investment Advisers's portfolio in Q3 2026, its #329 holding.
  • Gateway Investment Advisers first reported a position in Stifel in Q4 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.