PCM
SF

Prana Capital Management’s Stifel SF Stock Holding History

Prana 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
Q2 		$33.4M Buy
478,332
+54,254
+13% +$4.05M 1.01% 29
2026
Q1 		$31.3M Buy
424,078
+120,725
+40% +$9.59M 0.95% 32
2025
Q4 		$25.3M Sell
303,353
-199,540
-40% -$15.9M 0.92% 31
2025
Q3 		$38M Buy
502,893
+214,914
+75% +$16.1M 1.27% 28
2025
Q2 		$19.9M Buy
287,979
+94,444
+49% +$5.8M 0.71% 40
2025
Q1 		$12.2M Buy
193,535
+144,171
+292% +$10.2M 0.49% 47
2024
Q4 		$3.49M Buy
+49,364
New +$3.52M 0.17% 74

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

Prana Capital Management's SF Position: Q2 2026 in Review

Prana Capital Management increased its Stifel (SF) stake by 13% in Q2 2026, buying an estimated $4.05M and bringing the position to 478,332 shares worth $33.4M. The position accounts for 1.01% of the portfolio, ranked #29.

Prana Capital Management first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $38M in Q3 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Prana Capital Management held 478,332 shares of Stifel worth $33.4M as of Q2 2026.
  • Prana Capital Management bought 54,254 Stifel shares in Q2 2026, an estimated $4.05M.
  • Stifel made up 1.01% of Prana Capital Management's portfolio in Q2 2026, its #29 holding.
  • Prana Capital Management first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • Prana Capital Management's Stifel position peaked at $38M in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.