Palisade Asset Management’s Stifel SF Stock Holding History

Palisade Asset 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	–	Sell	-5	Closed	-$341	–	592
2025 Q3	$341	Buy	+5	New	+$374	﹤0.01%	602

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Palisade Asset Management's SF Position: Q4 2025 in Review

Palisade Asset Management sold out of Stifel (SF) in Q4 2025, closing a stake of 5 shares — an estimated $341 sold.

Palisade Asset Management first reported a position in SF in Q3 2025 and held it in 1 quarter. The position peaked at $341 in Q3 2025. 630 funds tracked by Wall St. Rank hold SF as of Q4 2025.

Palisade Asset Management reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
Palisade Asset Management sold 5 Stifel shares in Q4 2025, an estimated $341.
Palisade Asset Management first reported a position in Stifel in Q3 2025 and held it in 1 quarter.
Palisade Asset Management's Stifel position peaked at $341 in Q3 2025.
630 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.