Impact Capital Partners
SF icon

Impact Capital Partners’s Stifel SF Stock Holding History

Impact Capital Partners’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 		$316K Buy
4,514
+73
+2% +$5.76K 0.09% 202
2026
Q2 		$310K Sell
4,441
-98
-2% -$7.31K 0.08% 204
2026
Q1 		$336K Buy
4,539
+37
+0.8% +$2.94K 0.1% 201
2025
Q4 		$376K Buy
+4,502
New +$360K 0.11% 178

Other funds holding SF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Impact Capital Partners's SF Position: Q3 2026 in Review

Impact Capital Partners increased its Stifel (SF) stake by 1.6% in Q3 2026, buying an estimated $5.76K and bringing the position to 4,514 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #202.

Impact Capital Partners first reported a position in SF in Q4 2025 and has held it in 4 quarters since. The position peaked at $376K in Q4 2025. 335 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Impact Capital Partners held 4,514 shares of Stifel worth $316K as of Q3 2026.
  • Impact Capital Partners bought 73 Stifel shares in Q3 2026, an estimated $5.76K.
  • Stifel made up 0.09% of Impact Capital Partners's portfolio in Q3 2026, its #202 holding.
  • Impact Capital Partners first reported a position in Stifel in Q4 2025 and has held it in 4 quarters since.
  • Impact Capital Partners's Stifel position peaked at $376K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.