KK
SF

Karl Kapital’s Stifel SF Stock Holding History

Karl Kapital’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
-39,794
Closed -$3.32M – 26
2025
Q4 		$3.32M Buy
+39,794
New +$3.18M 2.95% 17

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

Karl Kapital's SF Position: Q1 2026 in Review

Karl Kapital sold out of Stifel (SF) in Q1 2026, closing a stake of 39,794 shares — an estimated $3.32M sold.

Karl Kapital first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $3.32M in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Karl Kapital reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Karl Kapital sold 39,794 Stifel shares in Q1 2026, an estimated $3.32M.
  • Karl Kapital first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
  • Karl Kapital's Stifel position peaked at $3.32M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Karl Kapital's 13F filing for Q1 2026, filed 15 May 2026.