MPM
SF

Meritage Portfolio Management’s Stifel SF Stock Holding History

Meritage Portfolio 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
Q4 		$298K Sell
3,569
-4,137
-54% -$331K 0.02% 269
2025
Q3 		$583K Sell
7,706
-4,131
-35% -$309K 0.04% 216
2025
Q2 		$819K Sell
11,837
-639
-5% -$39.2K 0.05% 205
2025
Q1 		$784K Buy
12,476
+669
+6% +$47.2K 0.05% 206
2024
Q4 		$835K Buy
11,807
+1,299
+12% +$92.7K 0.05% 210
2024
Q3 		$658K Buy
10,508
+894
+9% +$51K 0.04% 234
2024
Q2 		$539K Sell
9,614
-9
-0.1% -$477 0.03% 233
2024
Q1 		$501K Sell
9,623
-546
-5% -$26.9K 0.03% 246
2023
Q4 		$469K Buy
10,169
+3,311
+48% +$136K 0.03% 256
2023
Q3 		$281K Sell
6,858
-225
-3% -$9.48K 0.02% 292
2023
Q2 		$282K Buy
7,083
+1,144
+19% +$44.6K 0.02% 301
2023
Q1 		$234K Sell
5,939
-204
-3% -$8.57K 0.02% 287
2022
Q4 		$239K Buy
6,143
+216
+4% +$8.55K 0.02% 287
2022
Q3 		$205K Buy
5,927
+29
+0.5% +$1.14K 0.02% 286
2022
Q2 		$220K Sell
5,898
-9
-0.2% -$374 0.02% 283
2022
Q1 		$267K Buy
5,907
+604
+11% +$29K 0.02% 290
2021
Q4 		$249K Buy
5,303
+263
+5% +$12.8K 0.01% 288
2021
Q3 		$228K Buy
5,040
+31
+0.6% +$1.38K 0.01% 286
2021
Q2 		$217K Buy
+5,009
New +$225K 0.01% 286

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Meritage Portfolio Management's SF Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Stifel (SF) stake by 54% in Q4 2025, selling an estimated $331K and leaving 3,569 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #269.

Meritage Portfolio Management first reported a position in SF in Q2 2021 and has held it in 19 quarters since. The position peaked at $835K in Q4 2024. 629 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • Meritage Portfolio Management held 3,569 shares of Stifel worth $298K as of Q4 2025.
  • Meritage Portfolio Management sold 4,137 Stifel shares in Q4 2025, an estimated $331K.
  • Stifel made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #269 holding.
  • Meritage Portfolio Management first reported a position in Stifel in Q2 2021 and has held it in 19 quarters since.
  • Meritage Portfolio Management's Stifel position peaked at $835K in Q4 2024.
  • 629 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.