PCM
SF

Prelude Capital Management’s Stifel SF Stock Holding History

Prelude 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
Q1 		– Sell
-4,697
Closed -$392K – 1546
2025
Q4 		$392K Buy
4,697
+480
+11% +$38.4K 0.03% 641
2025
Q3 		$319K Buy
+4,217
New +$316K 0.02% 704
2023
Q4 		– Sell
-5,420
Closed -$222K – 1308
2023
Q3 		$222K Buy
+5,420
New +$228K 0.01% 838
2022
Q2 		– Sell
-27,101
Closed -$1.23M – 2031
2022
Q1 		$1.23M Buy
27,101
+15,543
+134% +$746K 0.04% 520
2021
Q4 		$543K Buy
+11,558
New +$561K 0.01% 957
2021
Q3 		– Sell
-8,930
Closed -$386K – 1996
2021
Q2 		$386K Buy
+8,930
New +$400K 0.01% 1082
2020
Q4 		– Sell
-5,962
Closed -$134K – 1897
2020
Q3 		$134K Sell
5,962
-2,086
-26% -$46.6K 0.01% 811
2020
Q2 		$170K Buy
8,048
+2,851
+55% +$57.3K 0.01% 783
2020
Q1 		$95K Buy
5,197
+4,115
+380% +$103K 0.01% 603
2019
Q4 		$29K Buy
+1,082
New +$28.3K ﹤0.01% 1509
2019
Q1 		– Sell
-320
Closed -$6K – 2123
2018
Q4 		$6K Buy
+320
New +$6.63K ﹤0.01% 1567
2018
Q2 		– Sell
-187
Closed -$5K – 1910
2018
Q1 		$5K Buy
+187
New +$5.3K ﹤0.01% 1419
2016
Q3 		– Sell
-900
Closed -$13K – 1795
2016
Q2 		$13K Buy
+900
New +$13.4K ﹤0.01% 1365
2015
Q3 		– Sell
-1,463
Closed -$38K – 1746
2015
Q2 		$38K Buy
+1,463
New +$36.1K 0.01% 1228
2013
Q4 		– Sell
-225
Closed -$4K – 1875
2013
Q3 		$4K Buy
+225
New +$3.93K ﹤0.01% 1541

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

Prelude Capital Management's SF Position: Q1 2026 in Review

Prelude Capital Management sold out of Stifel (SF) in Q1 2026, closing a stake of 4,697 shares — an estimated $392K sold.

Prelude Capital Management first reported a position in SF in Q3 2013 and held it in 15 quarters. The position peaked at $1.23M in Q1 2022. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Prelude Capital Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 4,697 Stifel shares in Q1 2026, an estimated $392K.
  • Prelude Capital Management first reported a position in Stifel in Q3 2013 and held it in 15 quarters.
  • Prelude Capital Management's Stifel position peaked at $1.23M in Q1 2022.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.