Kennedy Capital Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.9M | Sell |
485,301
-91,197
| -16% | -$7.24M | 0.76% | 10 |
|
|
2025
Q4 | $48.1M | Sell |
576,498
-16,500
| -3% | -$1.32M | 1.02% | 5 |
|
|
2025
Q3 | $44.9M | Sell |
592,998
-21,368
| -3% | -$1.6M | 0.99% | 4 |
|
|
2025
Q2 | $42.5M | Buy |
614,366
+15,972
| +3% | +$981K | 1.01% | 2 |
|
|
2025
Q1 | $37.6M | Buy |
598,394
+31,797
| +6% | +$2.24M | 0.9% | 3 |
|
|
2024
Q4 | $40.1M | Sell |
566,597
-272,995
| -33% | -$19.5M | 0.89% | 4 |
|
|
2024
Q3 | $52.6M | Sell |
839,592
-196,475
| -19% | -$11.2M | 1.16% | 1 |
|
|
2024
Q2 | $58.1M | Sell |
1,036,067
-17,928
| -2% | -$950K | 1.24% | 1 |
|
|
2024
Q1 | $54.9M | Sell |
1,053,995
-48,207
| -4% | -$2.37M | 1.13% | 1 |
|
|
2023
Q4 | $50.8M | Sell |
1,102,202
-43,146
| -4% | -$1.77M | 1.11% | 1 |
|
|
2023
Q3 | $46.9M | Buy |
1,145,348
+12,555
| +1% | +$529K | 1.14% | 1 |
|
|
2023
Q2 | $45.1M | Buy |
1,132,793
+193,988
| +21% | +$7.57M | 1.05% | 1 |
|
|
2023
Q1 | $37M | Buy |
938,805
+184,128
| +24% | +$7.74M | 1.09% | 1 |
|
|
2022
Q4 | $29.4M | Sell |
754,677
-11,085
| -1% | -$439K | 0.83% | 5 |
|
|
2022
Q3 | $26.5M | Sell |
765,762
-8,498
| -1% | -$334K | 0.78% | 5 |
|
|
2022
Q2 | $28.9M | Sell |
774,260
-13,227
| -2% | -$549K | 0.81% | 3 |
|
|
2022
Q1 | $35.6M | Sell |
787,487
-56,640
| -7% | -$2.72M | 0.84% | 3 |
|
|
2021
Q4 | $39.6M | Sell |
844,127
-19,701
| -2% | -$957K | 0.84% | 4 |
|
|
2021
Q3 | $39.1M | Sell |
863,828
-45,298
| -5% | -$2.02M | 0.88% | 2 |
|
|
2021
Q2 | $39.3M | Sell |
909,126
-47,516
| -5% | -$2.13M | 0.84% | 2 |
|
|
2021
Q1 | $40.9M | Sell |
956,642
-70,641
| -7% | -$2.75M | 0.82% | 2 |
|
|
2020
Q4 | $34.6M | Sell |
1,027,283
-103,601
| -9% | -$3.08M | 0.78% | 2 |
|
|
2020
Q3 | $25.4M | Sell |
1,130,884
-53,617
| -5% | -$1.2M | 0.73% | 3 |
|
|
2020
Q2 | $25M | Buy |
1,184,501
+563,872
| +91% | +$11.3M | 0.72% | 2 |
|
|
2020
Q1 | $11.4M | Buy |
620,629
+208,114
| +50% | +$5.21M | 0.42% | 28 |
|
|
2019
Q4 | $11.1M | Sell |
412,515
-266,623
| -39% | -$6.97M | 0.27% | 89 |
|
|
2019
Q3 | $17.3M | Sell |
679,138
-20,439
| -3% | -$513K | 0.43% | 26 |
|
|
2019
Q2 | $18.4M | Sell |
699,577
-368,836
| -35% | -$9.39M | 0.44% | 25 |
|
|
2019
Q1 | $25.1M | Sell |
1,068,413
-68,690
| -6% | -$1.56M | 0.59% | 8 |
|
|
2018
Q4 | $20.9M | Buy |
1,137,103
+49,345
| +5% | +$1.02M | 0.52% | 15 |
|
|
2018
Q3 | $24.8M | Sell |
1,087,758
-43,274
| -4% | -$1.04M | 0.46% | 24 |
|
|
2018
Q2 | $26.3M | Buy |
1,131,032
+63,330
| +6% | +$1.65M | 0.49% | 17 |
|
|
2018
Q1 | $28.1M | Sell |
1,067,702
-180,382
| -14% | -$5.11M | 0.55% | 10 |
|
|
2017
Q4 | $33M | Sell |
1,248,084
-150,743
| -11% | -$3.69M | 0.59% | 6 |
|
|
2017
Q3 | $33.2M | Sell |
1,398,827
-12,002
| -0.9% | -$260K | 0.6% | 6 |
|
|
2017
Q2 | $28.8M | Sell |
1,410,829
-256,698
| -15% | -$5.27M | 0.55% | 13 |
|
|
2017
Q1 | $37.2M | Buy |
1,667,527
+228,944
| +16% | +$5.27M | 0.65% | 3 |
|
|
2016
Q4 | $31.9M | Buy |
1,438,583
+783,433
| +120% | +$15.7M | 0.56% | 10 |
|
|
2016
Q3 | $11.2M | Buy |
655,150
+28,410
| +5% | +$456K | 0.21% | 147 |
|
|
2016
Q2 | $8.76M | Sell |
626,740
-31,920
| -5% | -$475K | 0.18% | 195 |
|
|
2016
Q1 | $8.66M | Buy |
658,660
+69,698
| +12% | +$990K | 0.18% | 186 |
|
|
2015
Q4 | $11.1M | Buy |
588,962
+266,204
| +82% | +$5.17M | 0.22% | 130 |
|
|
2015
Q3 | $6.04M | Buy |
322,758
+3,022
| +0.9% | +$68.4K | 0.12% | 304 |
|
|
2015
Q2 | $8.21M | Sell |
319,736
-14,508
| -4% | -$358K | 0.15% | 247 |
|
|
2015
Q1 | $8.28M | Sell |
334,244
-6,433
| -2% | -$149K | 0.15% | 254 |
|
|
2014
Q4 | $7.72M | Sell |
340,677
-7,826
| -2% | -$166K | 0.14% | 264 |
|
|
2014
Q3 | $7.26M | Sell |
348,503
-6,414
| -2% | -$134K | 0.14% | 268 |
|
|
2014
Q2 | $7.47M | Sell |
354,917
-25,848
| -7% | -$533K | 0.14% | 284 |
|
|
2014
Q1 | $8.42M | Sell |
380,765
-72,601
| -16% | -$1.54M | 0.16% | 251 |
|
|
2013
Q4 | $9.66M | Sell |
453,366
-20,916
| -4% | -$402K | 0.18% | 207 |
|
|
2013
Q3 | $8.69M | Sell |
474,282
-11,666
| -2% | -$204K | 0.17% | 216 |
|
|
2013
Q2 | $7.7M | Buy |
+485,948
| New | +$7.36M | 0.16% | 241 |
|
Other funds holding SF
VPM
VCM
Kennedy Capital Management's SF Position: Q1 2026 in Review
Kennedy Capital Management reduced its Stifel (SF) stake by 16% in Q1 2026, selling an estimated $7.24M and leaving 485,301 shares worth $35.9M. The position accounts for 0.76% of the portfolio, ranked #10.
Kennedy Capital Management first reported a position in SF in Q2 2013 and has held it in 52 quarters since. The position peaked at $58.1M in Q2 2024. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.
- Kennedy Capital Management held 485,301 shares of Stifel worth $35.9M as of Q1 2026.
- Kennedy Capital Management sold 91,197 Stifel shares in Q1 2026, an estimated $7.24M.
- Stifel made up 0.76% of Kennedy Capital Management's portfolio in Q1 2026, its #10 holding.
- Kennedy Capital Management first reported a position in Stifel in Q2 2013 and has held it in 52 quarters since.
- Kennedy Capital Management's Stifel position peaked at $58.1M in Q2 2024.
- 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.
Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.