PCM
SF

Pinnbrook Capital Management’s Stifel SF Stock Holding History

Pinnbrook Capital 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
2026
Q1 		– Sell
-26,294
Closed -$2.19M – 106
2025
Q4 		$2.19M Sell
26,294
-60,132
-70% -$4.81M 0.31% 81
2025
Q3 		$6.54M Buy
+86,426
New +$6.47M 0.72% 43

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

Pinnbrook Capital Management's SF Position: Q1 2026 in Review

Pinnbrook Capital Management sold out of Stifel (SF) in Q1 2026, closing a stake of 26,294 shares — an estimated $2.19M sold.

Pinnbrook Capital Management first reported a position in SF in Q3 2025 and held it in 2 quarters. The position peaked at $6.54M in Q3 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Pinnbrook Capital Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Pinnbrook Capital Management sold 26,294 Stifel shares in Q1 2026, an estimated $2.19M.
  • Pinnbrook Capital Management first reported a position in Stifel in Q3 2025 and held it in 2 quarters.
  • Pinnbrook Capital Management's Stifel position peaked at $6.54M in Q3 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Pinnbrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.