LC
SF

Lindbrook Capital’s Stifel SF Stock Holding History

Lindbrook Capital’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
Q1 		$116K Buy
1,851
+1,264
+215% +$89.1K 0.01% 619
2024
Q4 		$41.5K Buy
587
+3
+0.5% +$214 ﹤0.01% 895
2024
Q3 		$36.5K Buy
584
+5
+0.9% +$285 ﹤0.01% 963
2024
Q2 		$32.5K Sell
579
-33
-5% -$1.75K ﹤0.01% 981
2024
Q1 		$31.9K Buy
612
+36
+6% +$1.77K ﹤0.01% 982
2023
Q4 		$26.6K Sell
576
-47
-8% -$1.93K ﹤0.01% 1033
2023
Q3 		$25.5K Buy
623
+60
+11% +$2.53K ﹤0.01% 953
2023
Q2 		$22.4K Sell
563
-16
-3% -$624 ﹤0.01% 1028
2023
Q1 		$22.8K Buy
579
+9
+2% +$378 ﹤0.01% 1004
2022
Q4 		$22.2K Buy
570
+73
+15% +$2.89K ﹤0.01% 1005
2022
Q3 		$17K Sell
497
-46
-8% -$1.81K ﹤0.01% 1077
2022
Q2 		$20K Sell
543
-75
-12% -$3.11K ﹤0.01% 969
2022
Q1 		$28K Buy
618
+91
+17% +$4.37K ﹤0.01% 877
2021
Q4 		$25K Hold
527
– – ﹤0.01% 946
2021
Q3 		$24K Hold
527
– – 0.01% 687
2021
Q2 		$23K Hold
527
– – 0.01% 736
2021
Q1 		$22K Buy
527
+15
+3% +$585 0.01% 725
2020
Q4 		$17K Sell
512
-1
-0.2% -$30 ﹤0.01% 739
2020
Q3 		$12K Hold
513
– – ﹤0.01% 781
2020
Q2 		$11K Buy
513
+34
+7% +$683 ﹤0.01% 812
2020
Q1 		$9K Hold
479
– – ﹤0.01% 796
2019
Q4 		$13K Hold
479
– – ﹤0.01% 863
2019
Q3 		$12K Hold
479
– – ﹤0.01% 852
2019
Q2 		$12K Hold
479
– – ﹤0.01% 845
2019
Q1 		$11K Hold
479
– – ﹤0.01% 874
2018
Q4 		$8K Buy
+479
New +$9.93K ﹤0.01% 895

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's SF Position: Q1 2025 in Review

Lindbrook Capital increased its Stifel (SF) stake by 215% in Q1 2025, buying an estimated $89.1K and bringing the position to 1,851 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #619.

Lindbrook Capital first reported a position in SF in Q4 2018 and has held it in 26 quarters since. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Lindbrook Capital held 1,851 shares of Stifel worth $116K as of Q1 2025.
  • Lindbrook Capital bought 1,264 Stifel shares in Q1 2025, an estimated $89.1K.
  • Stifel made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #619 holding.
  • Lindbrook Capital first reported a position in Stifel in Q4 2018 and has held it in 26 quarters since.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.