Rockefeller Capital Management
SF icon

Rockefeller Capital Management’s Stifel SF Stock Holding History

Rockefeller 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
Q3 		$1.17M Buy
16,753
+1,975
+13% +$156K ﹤0.01% 1646
2026
Q2 		$1.03M Sell
14,778
-781
-5% -$58.2K ﹤0.01% 1678
2026
Q1 		$1.15M Buy
15,559
+565
+4% +$44.9K ﹤0.01% 1548
2025
Q4 		$1.25M Buy
14,994
+2,754
+23% +$220K ﹤0.01% 1462
2025
Q3 		$926K Buy
+12,240
New +$916K ﹤0.01% 1455
2023
Q3 		– Sell
-10,212
Closed -$406K – 1777
2023
Q2 		$406K Buy
10,212
+3,177
+45% +$124K ﹤0.01% 1417
2023
Q1 		$276K Buy
7,035
+3,792
+117% +$159K ﹤0.01% 1629
2022
Q4 		$125K Sell
3,243
-102
-3% -$4.04K ﹤0.01% 1910
2022
Q3 		$115K Buy
3,345
+1,405
+72% +$55.3K ﹤0.01% 1919
2022
Q2 		$72K Sell
1,940
-196
-9% -$8.14K ﹤0.01% 2110
2022
Q1 		$95K Sell
2,136
-128
-6% -$6.15K ﹤0.01% 2009
2021
Q4 		$106K Buy
2,264
+525
+30% +$25.5K ﹤0.01% 1917
2021
Q3 		$77K Sell
1,739
-70
-4% -$3.12K ﹤0.01% 1973
2021
Q2 		$77K Buy
1,809
+1,237
+216% +$55.5K ﹤0.01% 1904
2021
Q1 		$23K Buy
572
+200
+54% +$7.79K ﹤0.01% 2226
2020
Q4 		$12K Buy
372
+147
+65% +$4.36K ﹤0.01% 2186
2020
Q3 		$5K Sell
225
-182
-45% -$4.06K ﹤0.01% 2240
2020
Q2 		$9K Buy
407
+182
+81% +$3.66K ﹤0.01% 1932
2020
Q1 		$4K Hold
225
– – ﹤0.01% 2032
2019
Q4 		$6K Hold
225
– – ﹤0.01% 1751
2019
Q3 		$6K Buy
+225
New +$5.65K ﹤0.01% 1584
2019
Q2 		– Sell
-1,955
Closed -$46K – 1927
2019
Q1 		$46K Buy
1,955
+1,539
+370% +$34.9K ﹤0.01% 946
2018
Q4 		$8K Hold
416
– – ﹤0.01% 741
2018
Q3 		$9K Hold
416
– – ﹤0.01% 599
2018
Q2 		$10K Buy
+416
New +$10.8K ﹤0.01% 603

Other funds holding SF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Rockefeller Capital Management's SF Position: Q3 2026 in Review

Rockefeller Capital Management increased its Stifel (SF) stake by 13% in Q3 2026, buying an estimated $156K and bringing the position to 16,753 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Rockefeller Capital Management first reported a position in SF in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.25M in Q4 2025. 486 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Rockefeller Capital Management held 16,753 shares of Stifel worth $1.17M as of Q3 2026.
  • Rockefeller Capital Management bought 1,975 Stifel shares in Q3 2026, an estimated $156K.
  • Stifel made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1646 holding.
  • Rockefeller Capital Management first reported a position in Stifel in Q2 2018 and has held it in 25 quarters since.
  • Rockefeller Capital Management's Stifel position peaked at $1.25M in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.