RP
SF

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
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

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

Riverwater Partners's SF Position: Q1 2026 in Review

Riverwater Partners increased its Stifel (SF) stake by 48% in Q1 2026, buying an estimated $600K and bringing the position to 23,279 shares worth $1.72M. The position accounts for 0.57% of the portfolio, ranked #62.

Riverwater Partners first reported a position in SF in Q3 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Riverwater Partners held 23,279 shares of Stifel worth $1.72M as of Q1 2026.
  • Riverwater Partners bought 7,556 Stifel shares in Q1 2026, an estimated $600K.
  • Stifel made up 0.57% of Riverwater Partners's portfolio in Q1 2026, its #62 holding.
  • Riverwater Partners first reported a position in Stifel in Q3 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.