SMA
SF

Sage Mountain Advisors’s Stifel SF Stock Holding History

Sage Mountain Advisors’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
-3,989
Closed -$333K – 515
2025
Q4 		$333K Sell
3,989
-52
-1% -$4.16K 0.02% 362
2025
Q3 		$306K Buy
4,041
+211
+6% +$15.8K 0.02% 363
2025
Q2 		$265K Sell
3,830
-354
-8% -$21.7K 0.02% 360
2025
Q1 		$263K Sell
4,184
-79
-2% -$5.57K 0.02% 330
2024
Q4 		$301K Sell
4,263
-330
-7% -$23.6K 0.02% 295
2024
Q3 		$288K Buy
+4,593
New +$262K 0.02% 293

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sage Mountain Advisors's SF Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Stifel (SF) in Q1 2026, closing a stake of 3,989 shares — an estimated $333K sold.

Sage Mountain Advisors first reported a position in SF in Q3 2024 and held it in 6 quarters. The position peaked at $333K in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,989 Stifel shares in Q1 2026, an estimated $333K.
  • Sage Mountain Advisors first reported a position in Stifel in Q3 2024 and held it in 6 quarters.
  • Sage Mountain Advisors's Stifel position peaked at $333K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.