Pathstone Holdings
SF

Pathstone Holdings’s Stifel SF Stock Holding History

Pathstone Holdings’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 		$4.38M Sell
59,312
-3,982
-6% -$316K 0.02% 623
2025
Q4 		$5.28M Sell
63,294
-2,514
-4% -$201K 0.02% 538
2025
Q3 		$4.98M Sell
65,808
-1,143
-2% -$85.6K 0.02% 560
2025
Q2 		$4.63M Sell
66,951
-3,204
-5% -$197K 0.02% 567
2025
Q1 		$4.41M Buy
70,155
+372
+0.5% +$26.2K 0.02% 604
2024
Q4 		$4.94M Sell
69,783
-2,057
-3% -$147K 0.02% 543
2024
Q3 		$4.5M Buy
71,840
+567
+0.8% +$32.3K 0.02% 587
2024
Q2 		$4M Buy
71,273
+366
+0.5% +$19.4K 0.02% 612
2024
Q1 		$3.7M Buy
70,907
+46,085
+186% +$2.27M 0.02% 632
2023
Q4 		$1.14M Buy
+24,822
New +$1.02M 0.01% 1006

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

Pathstone Holdings's SF Position: Q1 2026 in Review

Pathstone Holdings reduced its Stifel (SF) stake by 6.3% in Q1 2026, selling an estimated $316K and leaving 59,312 shares worth $4.38M. The position accounts for 0.02% of the portfolio, ranked #623.

Pathstone Holdings first reported a position in SF in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.28M in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Pathstone Holdings held 59,312 shares of Stifel worth $4.38M as of Q1 2026.
  • Pathstone Holdings sold 3,982 Stifel shares in Q1 2026, an estimated $316K.
  • Stifel made up 0.02% of Pathstone Holdings's portfolio in Q1 2026, its #623 holding.
  • Pathstone Holdings first reported a position in Stifel in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Stifel position peaked at $5.28M in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.