PCMC
SF

Planning Capital Management Corporation’s Stifel SF Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$21K Hold
336
– – 0.01% 287
2024
Q2 		$18.9K Hold
336
– – 0.01% 292
2024
Q1 		$17.5K Hold
336
– – 0.01% 317
2023
Q4 		$15.5K Buy
+336
New +$13.8K 0.01% 351

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planning Capital Management Corporation's SF Position: Q3 2024 in Review

Planning Capital Management Corporation held its Stifel (SF) position steady in Q3 2024 at 336 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #287.

Planning Capital Management Corporation first reported a position in SF in Q4 2023 and has held it in 4 quarters since. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • Planning Capital Management Corporation held 336 shares of Stifel worth $21K as of Q3 2024.
  • Planning Capital Management Corporation left its Stifel share count unchanged in Q3 2024.
  • Stifel made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #287 holding.
  • Planning Capital Management Corporation first reported a position in Stifel in Q4 2023 and has held it in 4 quarters since.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.