Rafferty Asset Management
SF

Rafferty Asset Management’s Stifel SF Stock Holding History

Rafferty Asset 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
-2,567
Closed -$214K – 1137
2025
Q4 		$214K Sell
2,567
-81
-3% -$6.47K ﹤0.01% 1087
2025
Q3 		$200K Buy
+2,648
New +$198K ﹤0.01% 1077
2025
Q1 		– Sell
-3,506
Closed -$248K – 1137
2024
Q4 		$248K Sell
3,506
-39
-1% -$2.78K ﹤0.01% 1056
2024
Q3 		$222K Sell
3,545
-247
-7% -$14.1K ﹤0.01% 1088
2024
Q2 		$213K Buy
+3,792
New +$201K ﹤0.01% 1120
2022
Q3 		– Sell
-49,211
Closed -$1.84M – 1239
2022
Q2 		$1.84M Sell
49,211
-27,795
-36% -$1.15M 0.02% 493
2022
Q1 		$3.49M Sell
77,006
-3,721
-5% -$179K 0.02% 469
2021
Q4 		$3.79M Buy
80,727
+7,245
+10% +$352K 0.02% 477
2021
Q3 		$3.33M Sell
73,482
-13,482
-16% -$601K 0.02% 421
2021
Q2 		$3.76M Buy
+86,964
New +$3.9M 0.02% 428
2019
Q2 		– Sell
-111,049
Closed -$2.6M – 845
2019
Q1 		$2.6M Buy
111,049
+83,034
+296% +$1.88M 0.04% 270
2018
Q4 		$516K Buy
+28,015
New +$581K 0.01% 506
2017
Q4 		– Sell
-201,580
Closed -$4.79M – 731
2017
Q3 		$4.79M Buy
+201,580
New +$4.37M 0.11% 101

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

Rafferty Asset Management's SF Position: Q1 2026 in Review

Rafferty Asset Management sold out of Stifel (SF) in Q1 2026, closing a stake of 2,567 shares — an estimated $214K sold.

Rafferty Asset Management first reported a position in SF in Q3 2017 and held it in 13 quarters. The position peaked at $4.79M in Q3 2017. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Rafferty Asset Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Rafferty Asset Management sold 2,567 Stifel shares in Q1 2026, an estimated $214K.
  • Rafferty Asset Management first reported a position in Stifel in Q3 2017 and held it in 13 quarters.
  • Rafferty Asset Management's Stifel position peaked at $4.79M in Q3 2017.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

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