Mutual of America Capital Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.05M | Sell |
108,931
-5,497
| -5% | -$437K | 0.09% | 239 |
|
|
2025
Q4 | $9.55M | Sell |
114,428
-9,712
| -8% | -$776K | 0.1% | 196 |
|
|
2025
Q3 | $9.39M | Sell |
124,140
-13,502
| -10% | -$1.01M | 0.1% | 209 |
|
|
2025
Q2 | $9.52M | Buy |
137,642
+243
| +0.2% | +$14.9K | 0.1% | 199 |
|
|
2025
Q1 | $8.63M | Sell |
137,399
-2,226
| -2% | -$157K | 0.1% | 200 |
|
|
2024
Q4 | $9.87M | Sell |
139,625
-2,272
| -2% | -$162K | 0.11% | 177 |
|
|
2024
Q3 | $8.88M | Sell |
141,897
-6,191
| -4% | -$353K | 0.09% | 217 |
|
|
2024
Q2 | $8.31M | Sell |
148,088
-3,690
| -2% | -$196K | 0.09% | 215 |
|
|
2024
Q1 | $7.91M | Sell |
151,778
-5,974
| -4% | -$294K | 0.09% | 251 |
|
|
2023
Q4 | $7.27M | Sell |
157,752
-8,333
| -5% | -$343K | 0.08% | 259 |
|
|
2023
Q3 | $6.8M | Sell |
166,085
-12,252
| -7% | -$516K | 0.08% | 249 |
|
|
2023
Q2 | $7.09M | Sell |
178,337
-10,002
| -5% | -$390K | 0.08% | 263 |
|
|
2023
Q1 | $7.42M | Sell |
188,339
-5,721
| -3% | -$240K | 0.09% | 245 |
|
|
2022
Q4 | $7.55M | Sell |
194,060
-462
| -0.2% | -$18.3K | 0.09% | 243 |
|
|
2022
Q3 | $6.73M | Sell |
194,522
-5,173
| -3% | -$204K | 0.09% | 262 |
|
|
2022
Q2 | $7.46M | Sell |
199,695
-10,524
| -5% | -$437K | 0.1% | 243 |
|
|
2022
Q1 | $9.52M | Buy |
210,219
+2,841
| +1% | +$136K | 0.1% | 214 |
|
|
2021
Q4 | $9.74M | Buy |
207,378
+595
| +0.3% | +$28.9K | 0.1% | 235 |
|
|
2021
Q3 | $9.37M | Sell |
206,783
-40,708
| -16% | -$1.81M | 0.09% | 223 |
|
|
2021
Q2 | $10.7M | Sell |
247,491
-3,306
| -1% | -$148K | 0.11% | 193 |
|
|
2021
Q1 | $10.7M | Sell |
250,797
-18,536
| -7% | -$722K | 0.11% | 176 |
|
|
2020
Q4 | $9.06M | Buy |
269,333
+2,665
| +1% | +$79.1K | 0.1% | 207 |
|
|
2020
Q3 | $5.99M | Sell |
266,668
-5,249
| -2% | -$117K | 0.08% | 288 |
|
|
2020
Q2 | $5.73M | Sell |
271,917
-2,126
| -0.8% | -$42.7K | 0.08% | 292 |
|
|
2020
Q1 | $5.03M | Sell |
274,043
-55,254
| -17% | -$1.38M | 0.08% | 284 |
|
|
2019
Q4 | $8.88M | Buy |
329,297
+3,099
| +1% | +$81K | 0.11% | 188 |
|
|
2019
Q3 | $8.32M | Buy |
326,198
+5,937
| +2% | +$149K | 0.12% | 193 |
|
|
2019
Q2 | $8.4M | Buy |
320,261
+174,470
| +120% | +$4.44M | 0.12% | 171 |
|
|
2019
Q1 | $3.42M | Buy |
145,791
+1,255
| +0.9% | +$28.4K | 0.05% | 595 |
|
|
2018
Q4 | $2.66M | Buy |
144,536
+3,198
| +2% | +$66.3K | 0.04% | 653 |
|
|
2018
Q3 | $3.22M | Buy |
141,338
+306
| +0.2% | +$7.37K | 0.05% | 654 |
|
|
2018
Q2 | $3.27M | Buy |
141,032
+3,951
| +3% | +$103K | 0.05% | 644 |
|
|
2018
Q1 | $3.61M | Buy |
137,081
+10,467
| +8% | +$297K | 0.06% | 555 |
|
|
2017
Q4 | $3.35M | Buy |
126,614
+3,255
| +3% | +$79.6K | 0.05% | 609 |
|
|
2017
Q3 | $2.93M | Sell |
123,359
-4,065
| -3% | -$88K | 0.05% | 645 |
|
|
2017
Q2 | $2.6M | Buy |
127,424
+3,867
| +3% | +$79.4K | 0.05% | 697 |
|
|
2017
Q1 | $2.76M | Buy |
123,557
+6,345
| +5% | +$146K | 0.05% | 658 |
|
|
2016
Q4 | $2.6M | Buy |
117,212
+2,775
| +2% | +$55.7K | 0.05% | 647 |
|
|
2016
Q3 | $1.96M | Buy |
114,437
+22
| +0% | +$353 | 0.04% | 760 |
|
|
2016
Q2 | $1.6M | Buy |
114,415
+3,827
| +3% | +$56.9K | 0.03% | 806 |
|
|
2016
Q1 | $1.46M | Buy |
110,588
+4,496
| +4% | +$63.9K | 0.03% | 820 |
|
|
2015
Q4 | $2M | Sell |
106,092
-146,228
| -58% | -$2.84M | 0.04% | 673 |
|
|
2015
Q3 | $4.72M | Buy |
252,320
+5,967
| +2% | +$135K | 0.11% | 210 |
|
|
2015
Q2 | $6.32M | Buy |
246,353
+1,272
| +0.5% | +$31.4K | 0.14% | 142 |
|
|
2015
Q1 | $6.07M | Buy |
245,081
+92,769
| +61% | +$2.14M | 0.13% | 159 |
|
|
2014
Q4 | $3.45M | Buy |
152,312
+2,408
| +2% | +$51K | 0.08% | 397 |
|
|
2014
Q3 | $3.12M | Sell |
149,904
-2,475
| -2% | -$51.6K | 0.07% | 409 |
|
|
2014
Q2 | $3.21M | Sell |
152,379
-8,408
| -5% | -$173K | 0.08% | 409 |
|
|
2014
Q1 | $3.56M | Buy |
160,787
+1,800
| +1% | +$38.2K | 0.09% | 357 |
|
|
2013
Q4 | $3.39M | Buy |
158,987
+2,497
| +2% | +$47.9K | 0.08% | 372 |
|
|
2013
Q3 | $2.87M | Buy |
156,490
+3,953
| +3% | +$69K | 0.08% | 398 |
|
|
2013
Q2 | $2.42M | Buy |
+152,537
| New | +$2.31M | 0.07% | 449 |
|
Other funds holding SF
VPM
VCM
Mutual of America Capital Management's SF Position: Q1 2026 in Review
Mutual of America Capital Management reduced its Stifel (SF) stake by 4.8% in Q1 2026, selling an estimated $437K and leaving 108,931 shares worth $8.05M. The position accounts for 0.09% of the portfolio, ranked #239.
Mutual of America Capital Management first reported a position in SF in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.7M in Q1 2021. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.
- Mutual of America Capital Management held 108,931 shares of Stifel worth $8.05M as of Q1 2026.
- Mutual of America Capital Management sold 5,497 Stifel shares in Q1 2026, an estimated $437K.
- Stifel made up 0.09% of Mutual of America Capital Management's portfolio in Q1 2026, its #239 holding.
- Mutual of America Capital Management first reported a position in Stifel in Q2 2013 and has held it in 52 quarters since.
- Mutual of America Capital Management's Stifel position peaked at $10.7M in Q1 2021.
- 632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.
Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.