Riverwater Partners
SF icon

Riverwater Partners’s Stifel SF Stock Holding History

Riverwater Partners’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
Q3 		$1.94M Buy
27,661
+3,653
+15% +$288K 0.54% 63
2026
Q2 		$1.68M Buy
24,008
+729
+3% +$54.4K 0.5% 72
2026
Q1 		$1.72M Buy
23,279
+7,556
+48% +$600K 0.57% 62
2025
Q4 		$1.31M Buy
15,723
+2,709
+21% +$217K 0.51% 67
2025
Q3 		$984K Buy
+13,014
New +$974K 0.41% 78

Other funds holding SF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Riverwater Partners's SF Position: Q3 2026 in Review

Riverwater Partners increased its Stifel (SF) stake by 15% in Q3 2026, buying an estimated $288K and bringing the position to 27,661 shares worth $1.94M. The position accounts for 0.54% of the portfolio, ranked #63.

Riverwater Partners first reported a position in SF in Q3 2025 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Riverwater Partners held 27,661 shares of Stifel worth $1.94M as of Q3 2026.
  • Riverwater Partners bought 3,653 Stifel shares in Q3 2026, an estimated $288K.
  • Stifel made up 0.54% of Riverwater Partners's portfolio in Q3 2026, its #63 holding.
  • Riverwater Partners first reported a position in Stifel in Q3 2025 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.