RCAG
SF

Rehmann Capital Advisory Group’s Stifel SF Stock Holding History

Rehmann Capital Advisory Group’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 		$587K Buy
7,938
+135
+2% +$10.7K 0.03% 359
2025
Q4 		$653K Buy
7,803
+222
+3% +$17.7K 0.03% 335
2025
Q3 		$574K Buy
7,581
+925
+14% +$69.3K 0.03% 356
2025
Q2 		$461K Buy
6,656
+816
+14% +$50.1K 0.03% 371
2025
Q1 		$367K Buy
5,840
+492
+9% +$34.7K 0.02% 434
2024
Q4 		$378K Buy
5,348
+497
+10% +$35.5K 0.02% 414
2024
Q3 		$306K Buy
4,851
+226
+5% +$12.9K 0.02% 460
2024
Q2 		$259K Sell
4,625
-87
-2% -$4.61K 0.02% 490
2024
Q1 		$246K Buy
+4,712
New +$232K 0.02% 506
2019
Q3 		$66.6K Sell
2,610
-18
-0.7% -$452 0.01% 548
2019
Q2 		$69K Buy
2,628
+47
+2% +$1.2K 0.01% 725
2019
Q1 		$60.6K Sell
2,581
-119
-4% -$2.69K 0.01% 751
2018
Q4 		$49.7K Sell
2,700
-450
-14% -$9.32K 0.01% 590
2018
Q3 		$71.8K Sell
3,150
-149
-5% -$3.59K 0.01% 680
2018
Q2 		$76.6K Buy
3,299
+279
+9% +$7.26K 0.01% 642
2018
Q1 		$80K Buy
+3,020
New +$85.6K 0.01% 611

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

Rehmann Capital Advisory Group's SF Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Stifel (SF) stake by 1.7% in Q1 2026, buying an estimated $10.7K and bringing the position to 7,938 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #359.

Rehmann Capital Advisory Group first reported a position in SF in Q1 2018 and has held it in 16 quarters since. The position peaked at $653K in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Rehmann Capital Advisory Group held 7,938 shares of Stifel worth $587K as of Q1 2026.
  • Rehmann Capital Advisory Group bought 135 Stifel shares in Q1 2026, an estimated $10.7K.
  • Stifel made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #359 holding.
  • Rehmann Capital Advisory Group first reported a position in Stifel in Q1 2018 and has held it in 16 quarters since.
  • Rehmann Capital Advisory Group's Stifel position peaked at $653K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.