SRC
SF

Sage Rhino Capital’s Stifel SF Stock Holding History

Sage Rhino Capital’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 		$202K Buy
2,737
+98
+4% +$7.78K 0.04% 298
2025
Q4 		$220K Buy
+2,639
New +$211K 0.04% 250
2025
Q1 		– Sell
-2,970
Closed -$210K – 289
2024
Q4 		$210K Buy
+2,970
New +$212K 0.05% 236

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

Sage Rhino Capital's SF Position: Q1 2026 in Review

Sage Rhino Capital increased its Stifel (SF) stake by 3.7% in Q1 2026, buying an estimated $7.78K and bringing the position to 2,737 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #298.

Sage Rhino Capital first reported a position in SF in Q4 2024 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Sage Rhino Capital held 2,737 shares of Stifel worth $202K as of Q1 2026.
  • Sage Rhino Capital bought 98 Stifel shares in Q1 2026, an estimated $7.78K.
  • Stifel made up 0.04% of Sage Rhino Capital's portfolio in Q1 2026, its #298 holding.
  • Sage Rhino Capital first reported a position in Stifel in Q4 2024 and has held it in 3 quarters since.
  • Sage Rhino Capital's Stifel position peaked at $220K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.