J.M. Arbour’s Stifel SF Stock Holding History

J.M. Arbour’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	$649K	Sell	8,785 -713	-8%	-$56.6K	0.62%	56
2025 Q4	$793K	Buy	+9,498	New	+$759K	0.79%	40

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

J.M. Arbour's SF Position: Q1 2026 in Review

J.M. Arbour reduced its Stifel (SF) stake by 7.5% in Q1 2026, selling an estimated $56.6K and leaving 8,785 shares worth $649K. The position accounts for 0.62% of the portfolio, ranked #56.

J.M. Arbour first reported a position in SF in Q4 2025 and has held it in 2 quarters since. The position peaked at $793K in Q4 2025. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

J.M. Arbour held 8,785 shares of Stifel worth $649K as of Q1 2026.
J.M. Arbour sold 713 Stifel shares in Q1 2026, an estimated $56.6K.
Stifel made up 0.62% of J.M. Arbour's portfolio in Q1 2026, its #56 holding.
J.M. Arbour first reported a position in Stifel in Q4 2025 and has held it in 2 quarters since.
J.M. Arbour's Stifel position peaked at $793K in Q4 2025.
632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.