Jupiter Asset Management’s Stifel SF Stock Holding History

Jupiter Asset Management’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
2025 Q4	–	Sell	-17,654	Closed	-$1.34M	–	479
2025 Q3	$1.34M	Buy	+17,654	New	+$1.32M	0.01%	334

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jupiter Asset Management's SF Position: Q4 2025 in Review

Jupiter Asset Management sold out of Stifel (SF) in Q4 2025, closing a stake of 17,654 shares — an estimated $1.34M sold.

Jupiter Asset Management first reported a position in SF in Q3 2025 and held it in 1 quarter. The position peaked at $1.34M in Q3 2025. 627 funds tracked by Wall St. Rank hold SF as of Q4 2025.

Jupiter Asset Management reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
Jupiter Asset Management sold 17,654 Stifel shares in Q4 2025, an estimated $1.34M.
Jupiter Asset Management first reported a position in Stifel in Q3 2025 and held it in 1 quarter.
Jupiter Asset Management's Stifel position peaked at $1.34M in Q3 2025.
627 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.