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
Q2 		– Sell
-30,384
Closed -$2.25M – 42
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PMC FIG Opportunities's SF Position: Q2 2026 in Review

PMC FIG Opportunities sold out of Stifel (SF) in Q2 2026, closing a stake of 30,384 shares — an estimated $2.25M sold.

PMC FIG Opportunities first reported a position in SF in Q2 2025 and held it in 4 quarters. The position peaked at $3.94M in Q4 2025. 593 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • PMC FIG Opportunities reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • PMC FIG Opportunities sold 30,384 Stifel shares in Q2 2026, an estimated $2.25M.
  • PMC FIG Opportunities first reported a position in Stifel in Q2 2025 and held it in 4 quarters.
  • PMC FIG Opportunities's Stifel position peaked at $3.94M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on PMC FIG Opportunities's 13F filing for Q2 2026, filed 14 Aug 2026.