MAM
SF

Martingale Asset Management’s Stifel SF Stock Holding History

Martingale 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
2026
Q1 		$3.15M Buy
42,552
+37,065
+676% +$2.94M 0.08% 247
2025
Q4 		$458K Sell
5,487
-1,209
-18% -$96.6K 0.01% 626
2025
Q3 		$507K Buy
+6,696
New +$501K 0.01% 610
2025
Q2 		– Sell
-4,647
Closed -$292K – 847
2025
Q1 		$292K Buy
+4,647
New +$328K 0.01% 681
2024
Q4 		– Sell
-4,563
Closed -$286K – 838
2024
Q3 		$286K Sell
4,563
-88,103
-95% -$5.03M 0.01% 717
2024
Q2 		$5.2M Sell
92,666
-9,538
-9% -$505K 0.11% 159
2024
Q1 		$5.33M Buy
102,204
+47,974
+88% +$2.36M 0.11% 160
2023
Q4 		$2.5M Sell
54,230
-1,605
-3% -$66K 0.05% 239
2023
Q3 		$2.29M Buy
55,835
+10,643
+24% +$448K 0.05% 237
2023
Q2 		$1.8M Buy
45,192
+1,228
+3% +$47.9K 0.04% 295
2023
Q1 		$1.73M Buy
+43,964
New +$1.85M 0.03% 301
2021
Q3 		– Sell
-32,490
Closed -$1.41M – 923
2021
Q2 		$1.41M Sell
32,490
-47,553
-59% -$2.13M 0.02% 320
2021
Q1 		$3.42M Sell
80,043
-5,247
-6% -$204K 0.04% 222
2020
Q4 		$2.87M Sell
85,290
-32,248
-27% -$957K 0.03% 260
2020
Q3 		$2.64M Buy
117,538
+23,200
+25% +$518K 0.03% 355
2020
Q2 		$1.99M Buy
94,338
+31,730
+51% +$638K 0.02% 535
2020
Q1 		$1.15M Buy
62,608
+47,528
+315% +$1.19M 0.02% 633
2019
Q4 		$407K Sell
15,080
-450
-3% -$11.8K ﹤0.01% 893
2019
Q3 		$397K Sell
15,530
-1,350
-8% -$33.9K ﹤0.01% 908
2019
Q2 		$444K Buy
+16,880
New +$430K ﹤0.01% 908
2018
Q3 		– Sell
-21,825
Closed -$507K – 1005
2018
Q2 		$507K Sell
21,825
-57,886
-73% -$1.51M 0.01% 857
2018
Q1 		$2.1M Buy
+79,711
New +$2.26M 0.03% 519
2014
Q3 		– Sell
-94,347
Closed -$1.99M – 894
2014
Q2 		$1.99M Buy
94,347
+16,223
+21% +$334K 0.06% 315
2014
Q1 		$1.73M Buy
+78,124
New +$1.66M 0.06% 329

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Martingale Asset Management's SF Position: Q1 2026 in Review

Martingale Asset Management increased its Stifel (SF) stake by 676% in Q1 2026, buying an estimated $2.94M and bringing the position to 42,552 shares worth $3.15M. The position accounts for 0.08% of the portfolio, ranked #247.

Martingale Asset Management first reported a position in SF in Q1 2014 and has held it in 24 quarters since. The position peaked at $5.33M in Q1 2024. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Martingale Asset Management held 42,552 shares of Stifel worth $3.15M as of Q1 2026.
  • Martingale Asset Management bought 37,065 Stifel shares in Q1 2026, an estimated $2.94M.
  • Stifel made up 0.08% of Martingale Asset Management's portfolio in Q1 2026, its #247 holding.
  • Martingale Asset Management first reported a position in Stifel in Q1 2014 and has held it in 24 quarters since.
  • Martingale Asset Management's Stifel position peaked at $5.33M in Q1 2024.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.