PFO
SF

PMC FIG Opportunities’s Stifel SF Stock Holding History

PMC FIG Opportunities’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 		$2.25M Sell
30,384
-16,767
-36% -$1.33M 3.45% 17
2025
Q4 		$3.94M Buy
47,151
+483
+1% +$38.6K 6.18% 3
2025
Q3 		$3.53M Buy
46,668
+26,239
+128% +$1.96M 5.32% 4
2025
Q2 		$1.41M Buy
+20,429
New +$1.25M 2.08% 24

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

PMC FIG Opportunities's SF Position: Q1 2026 in Review

PMC FIG Opportunities reduced its Stifel (SF) stake by 36% in Q1 2026, selling an estimated $1.33M and leaving 30,384 shares worth $2.25M. The position accounts for 3.45% of the portfolio, ranked #17.

PMC FIG Opportunities first reported a position in SF in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.94M in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • PMC FIG Opportunities held 30,384 shares of Stifel worth $2.25M as of Q1 2026.
  • PMC FIG Opportunities sold 16,767 Stifel shares in Q1 2026, an estimated $1.33M.
  • Stifel made up 3.45% of PMC FIG Opportunities's portfolio in Q1 2026, its #17 holding.
  • PMC FIG Opportunities first reported a position in Stifel in Q2 2025 and has held it in 4 quarters since.
  • PMC FIG Opportunities's Stifel position peaked at $3.94M in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on PMC FIG Opportunities's 13F filing for Q1 2026, filed 15 May 2026.