GW&K Investment Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $96.7M | Sell |
1,307,745
-38,357
| -3% | -$3.05M | 0.85% | 22 |
|
|
2025
Q4 | $112M | Sell |
1,346,102
-65,218
| -5% | -$5.21M | 0.97% | 10 |
|
|
2025
Q3 | $107M | Sell |
1,411,320
-137,733
| -9% | -$10.3M | 0.94% | 13 |
|
|
2025
Q2 | $107M | Sell |
1,549,053
-53,462
| -3% | -$3.28M | 0.96% | 15 |
|
|
2025
Q1 | $101M | Sell |
1,602,515
-25,237
| -2% | -$1.78M | 0.93% | 11 |
|
|
2024
Q4 | $115M | Sell |
1,627,752
-243,446
| -13% | -$17.4M | 0.98% | 10 |
|
|
2024
Q3 | $117M | Sell |
1,871,198
-56,530
| -3% | -$3.23M | 1% | 8 |
|
|
2024
Q2 | $108M | Sell |
1,927,728
-23,903
| -1% | -$1.27M | 0.99% | 10 |
|
|
2024
Q1 | $102M | Sell |
1,951,631
-41,752
| -2% | -$2.06M | 0.9% | 11 |
|
|
2023
Q4 | $91.9M | Sell |
1,993,383
-105,183
| -5% | -$4.33M | 0.86% | 15 |
|
|
2023
Q3 | $86M | Sell |
2,098,566
-26,076
| -1% | -$1.1M | 0.86% | 15 |
|
|
2023
Q2 | $84.5M | Buy |
2,124,642
+257,791
| +14% | +$10.1M | 0.8% | 19 |
|
|
2023
Q1 | $73.5M | Buy |
1,866,851
+664,229
| +55% | +$27.9M | 0.71% | 25 |
|
|
2022
Q4 | $46.8M | Sell |
1,202,622
-2,696
| -0.2% | -$107K | 0.47% | 84 |
|
|
2022
Q3 | $41.7M | Sell |
1,205,318
-105,708
| -8% | -$4.16M | 0.46% | 86 |
|
|
2022
Q2 | $49M | Buy |
1,311,026
+23,984
| +2% | +$996K | 0.53% | 64 |
|
|
2022
Q1 | $58.3M | Sell |
1,287,042
-10,368
| -0.8% | -$498K | 0.52% | 65 |
|
|
2021
Q4 | $60.9M | Sell |
1,297,410
-15,053
| -1% | -$731K | 0.51% | 72 |
|
|
2021
Q3 | $59.5M | Sell |
1,312,463
-34,372
| -3% | -$1.53M | 0.53% | 60 |
|
|
2021
Q2 | $58.2M | Sell |
1,346,835
-370,952
| -22% | -$16.6M | 0.51% | 62 |
|
|
2021
Q1 | $73.4M | Sell |
1,717,787
-20,152
| -1% | -$785K | 0.68% | 31 |
|
|
2020
Q4 | $58.5M | Buy |
1,737,939
+158,722
| +10% | +$4.71M | 0.61% | 34 |
|
|
2020
Q3 | $35.5M | Buy |
1,579,217
+297,189
| +23% | +$6.64M | 0.46% | 80 |
|
|
2020
Q2 | $27M | Sell |
1,282,028
-25,332
| -2% | -$509K | 0.38% | 111 |
|
|
2020
Q1 | $24M | Sell |
1,307,360
-64,215
| -5% | -$1.61M | 0.42% | 97 |
|
|
2019
Q4 | $37M | Sell |
1,371,575
-40,356
| -3% | -$1.05M | 0.49% | 71 |
|
|
2019
Q3 | $36M | Buy |
1,411,931
+154,140
| +12% | +$3.87M | 0.51% | 66 |
|
|
2019
Q2 | $33M | Sell |
1,257,791
-14,375
| -1% | -$366K | 0.5% | 69 |
|
|
2019
Q1 | $29.8M | Sell |
1,272,166
-50,908
| -4% | -$1.15M | 0.48% | 77 |
|
|
2018
Q4 | $24.4M | Sell |
1,323,074
-55,839
| -4% | -$1.16M | 0.48% | 86 |
|
|
2018
Q3 | $31.4M | Sell |
1,378,913
-3,861
| -0.3% | -$92.9K | 0.51% | 75 |
|
|
2018
Q2 | $32.1M | Sell |
1,382,774
-13,234
| -0.9% | -$344K | 0.53% | 63 |
|
|
2018
Q1 | $36.7M | Sell |
1,396,008
-4,840
| -0.3% | -$137K | 0.62% | 48 |
|
|
2017
Q4 | $37.1M | Sell |
1,400,848
-185,152
| -12% | -$4.53M | 0.63% | 53 |
|
|
2017
Q3 | $37.7M | Sell |
1,586,000
-4,302
| -0.3% | -$93.2K | 0.63% | 55 |
|
|
2017
Q2 | $32.5M | Sell |
1,590,302
-49,959
| -3% | -$1.03M | 0.56% | 71 |
|
|
2017
Q1 | $36.6M | Sell |
1,640,261
-22,210
| -1% | -$511K | 0.69% | 54 |
|
|
2016
Q4 | $36.9M | Sell |
1,662,471
-246,404
| -13% | -$4.95M | 0.72% | 45 |
|
|
2016
Q3 | $32.6M | Sell |
1,908,875
-44,177
| -2% | -$710K | 0.61% | 66 |
|
|
2016
Q2 | $27.3M | Sell |
1,953,052
-52,544
| -3% | -$781K | 0.56% | 72 |
|
|
2016
Q1 | $26.4M | Buy |
2,005,596
+34,229
| +2% | +$486K | 0.58% | 70 |
|
|
2015
Q4 | $37.1M | Sell |
1,971,367
-53,143
| -3% | -$1.03M | 0.87% | 33 |
|
|
2015
Q3 | $37.9M | Buy |
2,024,510
+45,223
| +2% | +$1.02M | 0.9% | 31 |
|
|
2015
Q2 | $50.8M | Sell |
1,979,287
-54,787
| -3% | -$1.35M | 1.16% | 15 |
|
|
2015
Q1 | $50.4M | Sell |
2,034,074
-23,079
| -1% | -$533K | 1.15% | 15 |
|
|
2014
Q4 | $46.6M | Sell |
2,057,153
-10,649
| -0.5% | -$225K | 1.11% | 22 |
|
|
2014
Q3 | $43.1M | Buy |
2,067,802
+28,350
| +1% | +$591K | 1.13% | 16 |
|
|
2014
Q2 | $42.9M | Buy |
2,039,452
+127,503
| +7% | +$2.63M | 1.09% | 24 |
|
|
2014
Q1 | $42.3M | Buy |
1,911,949
+4,676
| +0.2% | +$99.3K | 1.13% | 18 |
|
|
2013
Q4 | $40.6M | Buy |
1,907,273
+60,275
| +3% | +$1.16M | 1.11% | 23 |
|
|
2013
Q3 | $33.8M | Buy |
1,846,998
+281,272
| +18% | +$4.91M | 1.03% | 30 |
|
|
2013
Q2 | $24.8M | Buy |
+1,565,726
| New | +$23.7M | 0.92% | 36 |
|
Other funds holding SF
VPM
VCM
GW&K Investment Management's SF Position: Q1 2026 in Review
GW&K Investment Management reduced its Stifel (SF) stake by 2.8% in Q1 2026, selling an estimated $3.05M and leaving 1,307,745 shares worth $96.7M. The position accounts for 0.85% of the portfolio, ranked #22.
GW&K Investment Management first reported a position in SF in Q2 2013 and has held it in 52 quarters since. The position peaked at $117M in Q3 2024. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.
- GW&K Investment Management held 1,307,745 shares of Stifel worth $96.7M as of Q1 2026.
- GW&K Investment Management sold 38,357 Stifel shares in Q1 2026, an estimated $3.05M.
- Stifel made up 0.85% of GW&K Investment Management's portfolio in Q1 2026, its #22 holding.
- GW&K Investment Management first reported a position in Stifel in Q2 2013 and has held it in 52 quarters since.
- GW&K Investment Management's Stifel position peaked at $117M in Q3 2024.
- 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.
Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.