SC
SF

Sapient Capital’s Stifel SF Stock Holding History

Sapient 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 		– Sell
-2,792
Closed -$236K – 473
2025
Q4 		$236K Buy
+2,792
New +$223K ﹤0.01% 381
2025
Q1 		– Sell
-3,891
Closed -$275K – 380
2024
Q4 		$275K Sell
3,891
-293
-7% -$20.9K 0.01% 312
2024
Q3 		$262K Sell
4,184
-922
-18% -$52.6K 0.01% 337
2024
Q2 		$286K Hold
5,106
– – 0.01% 292
2024
Q1 		$266K Sell
5,106
-569
-10% -$28K 0.01% 310
2023
Q4 		$262K Buy
+5,675
New +$233K 0.01% 320

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

Sapient Capital's SF Position: Q1 2026 in Review

Sapient Capital sold out of Stifel (SF) in Q1 2026, closing a stake of 2,792 shares — an estimated $236K sold.

Sapient Capital first reported a position in SF in Q4 2023 and held it in 6 quarters. The position peaked at $286K in Q2 2024. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Sapient Capital reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Sapient Capital sold 2,792 Stifel shares in Q1 2026, an estimated $236K.
  • Sapient Capital first reported a position in Stifel in Q4 2023 and held it in 6 quarters.
  • Sapient Capital's Stifel position peaked at $286K in Q2 2024.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Sapient Capital's 13F filing for Q1 2026, filed 8 Apr 2026.