NAM
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NorthCrest Asset Manangement’s Stifel SF Stock Holding History

NorthCrest Asset Manangement’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
Q3 		$352K Buy
5,019
+1,720
+52% +$136K 0.01% 767
2026
Q2 		$250K Sell
3,299
-5,399
-62% -$403K 0.01% 783
2026
Q1 		$644K Buy
8,698
+487
+6% +$38.7K 0.02% 412
2025
Q4 		$727K Buy
+8,211
New +$656K 0.02% 441

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NorthCrest Asset Manangement's SF Position: Q3 2026 in Review

NorthCrest Asset Manangement increased its Stifel (SF) stake by 52% in Q3 2026, buying an estimated $136K and bringing the position to 5,019 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #767.

NorthCrest Asset Manangement first reported a position in SF in Q4 2025 and has held it in 4 quarters since. The position peaked at $727K in Q4 2025. 27 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • NorthCrest Asset Manangement held 5,019 shares of Stifel worth $352K as of Q3 2026.
  • NorthCrest Asset Manangement bought 1,720 Stifel shares in Q3 2026, an estimated $136K.
  • Stifel made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #767 holding.
  • NorthCrest Asset Manangement first reported a position in Stifel in Q4 2025 and has held it in 4 quarters since.
  • NorthCrest Asset Manangement's Stifel position peaked at $727K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.