KDA
SF

Kraft Davis & Associates’s Stifel SF Stock Holding History

Kraft Davis & Associates’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
Q3 		– Sell
-3,273
Closed -$244K – 149
2025
Q2 		$244K Buy
+3,273
New +$201K 0.07% 126
2025
Q1 		– Sell
-3,278
Closed -$235K – 146
2024
Q4 		$235K Sell
3,278
-19
-0.6% -$1.36K 0.07% 123
2024
Q3 		$228K Buy
+3,297
New +$188K 0.07% 130

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kraft Davis & Associates's SF Position: Q3 2025 in Review

Kraft Davis & Associates sold out of Stifel (SF) in Q3 2025, closing a stake of 3,273 shares — an estimated $244K sold.

Kraft Davis & Associates first reported a position in SF in Q3 2024 and held it in 3 quarters. The position peaked at $244K in Q2 2025. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Kraft Davis & Associates reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 3,273 Stifel shares in Q3 2025, an estimated $244K.
  • Kraft Davis & Associates first reported a position in Stifel in Q3 2024 and held it in 3 quarters.
  • Kraft Davis & Associates's Stifel position peaked at $244K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Kraft Davis & Associates's 13F filing for Q3 2025, filed 5 Nov 2025.