P
SF

&Partners’s Stifel SF Stock Holding History

&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
2026
Q1 		$1.12M Sell
15,195
-99
-0.6% -$7.86K 0.01% 1230
2025
Q4 		$1.02M Buy
15,294
+4,194
+38% +$335K 0.01% 1206
2025
Q3 		$839K Buy
11,100
+187
+2% +$14K 0.01% 1172
2025
Q2 		$754K Buy
10,913
+2,709
+33% +$166K 0.01% 1133
2025
Q1 		$513K Buy
8,204
+849
+12% +$59.9K 0.01% 1120
2024
Q4 		$529K Buy
7,355
+1,202
+20% +$85.8K 0.01% 1051
2024
Q3 		$385K Buy
+6,153
New +$351K 0.01% 986

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

&Partners's SF Position: Q1 2026 in Review

&Partners reduced its Stifel (SF) stake by 0.65% in Q1 2026, selling an estimated $7.86K and leaving 15,195 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1230.

&Partners first reported a position in SF in Q3 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • &Partners held 15,195 shares of Stifel worth $1.12M as of Q1 2026.
  • &Partners sold 99 Stifel shares in Q1 2026, an estimated $7.86K.
  • Stifel made up 0.01% of &Partners's portfolio in Q1 2026, its #1230 holding.
  • &Partners first reported a position in Stifel in Q3 2024 and has held it in 7 quarters since.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.