MGP
SF

Metis Global Partners’s Stifel SF Stock Holding History

Metis Global Partners’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 		– Sell
-3,113
Closed -$220K – 812
2024
Q4 		$220K Sell
3,113
-397
-11% -$28.3K 0.01% 731
2024
Q3 		$220K Sell
3,510
-339
-9% -$19.3K 0.01% 721
2024
Q2 		$216K Hold
3,849
– – 0.01% 709
2024
Q1 		$201K Buy
+3,849
New +$190K 0.01% 721

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 $5.72T AUM 30.48% 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
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

Metis Global Partners's SF Position: Q1 2025 in Review

Metis Global Partners sold out of Stifel (SF) in Q1 2025, closing a stake of 3,113 shares — an estimated $220K sold.

Metis Global Partners first reported a position in SF in Q1 2024 and held it in 4 quarters. The position peaked at $220K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Metis Global Partners reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • Metis Global Partners sold 3,113 Stifel shares in Q1 2025, an estimated $220K.
  • Metis Global Partners first reported a position in Stifel in Q1 2024 and held it in 4 quarters.
  • Metis Global Partners's Stifel position peaked at $220K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Metis Global Partners's 13F filing for Q1 2025, filed 7 May 2025.