NP
SF

NorthRock Partners’s Stifel SF Stock Holding History

NorthRock 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
Q4 		– Sell
-10,229
Closed -$774K – 866
2025
Q3 		$774K Buy
10,229
+1,569
+18% +$117K 0.01% 405
2025
Q2 		$599K Buy
8,660
+27
+0.3% +$1.66K 0.02% 354
2025
Q1 		$542K Sell
8,633
-10
-0.1% -$705 0.02% 334
2024
Q4 		$611K Buy
8,643
+25
+0.3% +$1.78K 0.02% 304
2024
Q3 		$539K Buy
8,618
+279
+3% +$15.9K 0.02% 351
2024
Q2 		$468K Buy
8,339
+201
+2% +$10.7K 0.02% 358
2024
Q1 		$424K Buy
8,138
+344
+4% +$16.9K 0.02% 396
2023
Q4 		$359K Buy
+7,794
New +$321K 0.02% 418

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NorthRock Partners's SF Position: Q4 2025 in Review

NorthRock Partners sold out of Stifel (SF) in Q4 2025, closing a stake of 10,229 shares — an estimated $774K sold.

NorthRock Partners first reported a position in SF in Q4 2023 and held it in 8 quarters. The position peaked at $774K in Q3 2025. 627 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • NorthRock Partners reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 10,229 Stifel shares in Q4 2025, an estimated $774K.
  • NorthRock Partners first reported a position in Stifel in Q4 2023 and held it in 8 quarters.
  • NorthRock Partners's Stifel position peaked at $774K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.