LSV Asset Management
SF

LSV Asset Management’s Stifel SF Stock Holding History

LSV Asset Management’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
-439,653
Closed -$30.4M – 925
2025
Q2 		$30.4M Sell
439,653
-392,145
-47% -$24.1M 0.07% 256
2025
Q1 		$52.3M Sell
831,798
-352,236
-30% -$24.8M 0.13% 193
2024
Q4 		$83.7M Sell
1,184,034
-1,065,621
-47% -$76.1M 0.19% 147
2024
Q3 		$141M Sell
2,249,655
-367,350
-14% -$21M 0.3% 118
2024
Q2 		$147M Sell
2,617,005
-81,900
-3% -$4.34M 0.32% 107
2024
Q1 		$141M Buy
2,698,905
+84,855
+3% +$4.18M 0.29% 113
2023
Q4 		$121M Sell
2,614,050
-273,150
-9% -$11.2M 0.26% 125
2023
Q3 		$118M Sell
2,887,200
-84,600
-3% -$3.56M 0.28% 116
2023
Q2 		$118M Buy
2,971,800
+2,969,250
+116,441% +$116M 0.26% 117
2023
Q1 		$100K Buy
+2,550
New +$107K ﹤0.01% 846

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

LSV Asset Management's SF Position: Q3 2025 in Review

LSV Asset Management sold out of Stifel (SF) in Q3 2025, closing a stake of 439,653 shares — an estimated $30.4M sold.

LSV Asset Management first reported a position in SF in Q1 2023 and held it in 10 quarters. The position peaked at $147M in Q2 2024. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • LSV Asset Management reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • LSV Asset Management sold 439,653 Stifel shares in Q3 2025, an estimated $30.4M.
  • LSV Asset Management first reported a position in Stifel in Q1 2023 and held it in 10 quarters.
  • LSV Asset Management's Stifel position peaked at $147M in Q2 2024.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on LSV Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.