PL
SF

Plancorp LLC’s Stifel SF Stock Holding History

Plancorp LLC’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
Q2 		$1.03M Sell
13,731
-43
-0.3% -$3.21K 0.03% 189
2026
Q1 		$1.06M Sell
13,774
-17
-0.1% -$1.35K 0.03% 152
2025
Q4 		$1.15M Sell
13,791
-17
-0.1% -$1.36K 0.03% 144
2025
Q3 		$1.04M Buy
13,808
+20
+0.1% +$1.5K 0.03% 153
2025
Q2 		$954K Sell
13,788
-12
-0.1% -$737 0.03% 154
2025
Q1 		$867K Buy
+13,800
New +$973K 0.03% 156

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Plancorp LLC's SF Position: Q2 2026 in Review

Plancorp LLC reduced its Stifel (SF) stake by 0.31% in Q2 2026, selling an estimated $3.21K and leaving 13,731 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #189.

Plancorp LLC first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2025. 116 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Plancorp LLC held 13,731 shares of Stifel worth $1.03M as of Q2 2026.
  • Plancorp LLC sold 43 Stifel shares in Q2 2026, an estimated $3.21K.
  • Stifel made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #189 holding.
  • Plancorp LLC first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Plancorp LLC's Stifel position peaked at $1.15M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.