KTA
SF

Keeley-Teton Advisors’s Stifel SF Stock Holding History

Keeley-Teton Advisors’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
2024
Q4 		– Sell
-10,029
Closed -$628K – 382
2024
Q3 		$628K Hold
10,029
– – 0.07% 281
2024
Q2 		$563K Hold
10,029
– – 0.07% 270
2024
Q1 		$523K Hold
10,029
– – 0.06% 276
2023
Q4 		$462K Sell
10,029
-5,196
-34% -$214K 0.06% 284
2023
Q3 		$624K Hold
15,225
– – 0.09% 246
2023
Q2 		$606K Hold
15,225
– – 0.08% 265
2023
Q1 		$600K Buy
15,225
+600
+4% +$25.2K 0.07% 273
2022
Q4 		$569K Hold
14,625
– – 0.07% 272
2022
Q3 		$506K Hold
14,625
– – 0.07% 271
2022
Q2 		$546K Hold
14,625
– – 0.07% 276
2022
Q1 		$662K Buy
+14,625
New +$702K 0.07% 276

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Keeley-Teton Advisors's SF Position: Q4 2024 in Review

Keeley-Teton Advisors sold out of Stifel (SF) in Q4 2024, closing a stake of 10,029 shares — an estimated $628K sold.

Keeley-Teton Advisors first reported a position in SF in Q1 2022 and held it in 11 quarters. The position peaked at $662K in Q1 2022. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

  • Keeley-Teton Advisors reported no remaining Stifel position as of Q4 2024 after selling out during the quarter.
  • Keeley-Teton Advisors sold 10,029 Stifel shares in Q4 2024, an estimated $628K.
  • Keeley-Teton Advisors first reported a position in Stifel in Q1 2022 and held it in 11 quarters.
  • Keeley-Teton Advisors's Stifel position peaked at $662K in Q1 2022.
  • 509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on Keeley-Teton Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.