IIM
SF

IFC & Insurance Marketing’s Stifel SF Stock Holding History

IFC & Insurance Marketing’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
-75
Closed -$6K – 571
2025
Q4 		$6K Buy
+75
New +$5.99K 0.01% 483

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

IFC & Insurance Marketing's SF Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Stifel (SF) in Q1 2026, closing a stake of 75 shares — an estimated $6K sold.

IFC & Insurance Marketing first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 75 Stifel shares in Q1 2026, an estimated $6K.
  • IFC & Insurance Marketing first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Stifel position peaked at $6K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.