Philadelphia Financial Management of San Francisco’s Stifel SF Stock Holding History

Philadelphia Financial Management of San Francisco’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	$8.38M	Buy	+113,348	New	+$9M	2.43%	19
2025 Q2	–	Sell	-148,482	Closed	-$9.33M	–	77
2025 Q1	$9.33M	Sell	148,482 -76,733	-34%	-$5.41M	1.83%	29
2024 Q4	$15.9M	Buy	+225,215	New	+$16.1M	2.25%	18
2019 Q3	–	Sell	-670,808	Closed	-$17.6M	–	57
2019 Q2	$17.6M	Sell	670,808 -140,281	-17%	-$3.57M	3.09%	7
2019 Q1	$19M	Buy	811,089 +59,904	+8%	+$1.36M	3.2%	8
2018 Q4	$13.8M	Buy	+751,185	New	+$15.6M	2.58%	17

Other funds holding SF

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's SF Position: Q1 2026 in Review

Philadelphia Financial Management of San Francisco opened a new position in Stifel (SF) in Q1 2026: 113,348 shares worth $8.38M. The stake represents 2.43% of the portfolio and ranks #19 among its holdings. This is a return to the name: Philadelphia Financial Management of San Francisco previously reported a position in SF as recently as Q1 2025.

Philadelphia Financial Management of San Francisco first reported a position in SF in Q4 2018 and has held it in 6 quarters since. The position peaked at $19M in Q1 2019. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Philadelphia Financial Management of San Francisco held 113,348 shares of Stifel worth $8.38M as of Q1 2026.
Stifel was a new Philadelphia Financial Management of San Francisco position in Q1 2026.
Stifel made up 2.43% of Philadelphia Financial Management of San Francisco's portfolio in Q1 2026, its #19 holding.
Philadelphia Financial Management of San Francisco first reported a position in Stifel in Q4 2018 and has held it in 6 quarters since.
Philadelphia Financial Management of San Francisco's Stifel position peaked at $19M in Q1 2019.
632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2026, filed 14 May 2026.