SAM
SF

Shell Asset Management’s Stifel SF Stock Holding History

Shell Asset 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
2025
Q3 		$215K Sell
2,837
-3,469
-55% -$260K 0.02% 462
2025
Q2 		$436K Sell
6,306
-1,068
-14% -$65.6K 0.02% 528
2025
Q1 		$463K Sell
7,374
-302
-4% -$21.3K 0.02% 487
2024
Q4 		$543K Sell
7,676
-9
-0.1% -$643 0.02% 468
2024
Q3 		$481K Buy
+7,685
New +$438K 0.02% 500
2024
Q1 		$431K Sell
7,685
-754
-9% -$37.1K 0.02% 526
2023
Q4 		$389K Sell
8,439
-2,495
-23% -$103K 0.02% 612
2023
Q3 		$448K Sell
10,934
-187
-2% -$7.88K 0.02% 609
2023
Q2 		$442K Sell
11,121
-63
-0.6% -$2.46K 0.02% 625
2023
Q1 		$441K Sell
11,184
-39
-0.3% -$1.64K 0.02% 612
2022
Q4 		$437K Sell
11,223
-2,459
-18% -$97.3K 0.02% 596
2022
Q3 		$473K Sell
13,682
-3,583
-21% -$141K 0.02% 590
2022
Q2 		$645K Buy
17,265
+30
+0.2% +$1.25K 0.02% 572
2022
Q1 		$780K Sell
17,235
-2,552
-13% -$123K 0.02% 600
2021
Q4 		$929K Buy
19,787
+855
+5% +$41.5K 0.02% 584
2021
Q3 		$858K Sell
18,932
-810
-4% -$36.1K 0.02% 582
2021
Q2 		$854K Buy
19,742
+1,065
+6% +$47.8K 0.02% 643
2021
Q1 		$798K Sell
18,677
-105
-0.6% -$4.09K 0.02% 631
2020
Q4 		$632K Buy
18,782
+3,097
+20% +$91.9K 0.01% 686
2020
Q3 		$352K Hold
15,685
– – 0.01% 840
2020
Q2 		$331K Sell
15,685
-2,104
-12% -$42.3K 0.01% 845
2020
Q1 		$326K Sell
17,789
-270
-1% -$6.76K 0.01% 843
2019
Q4 		$487K Sell
18,059
-351
-2% -$9.17K 0.01% 899
2019
Q3 		$469K Sell
18,410
-157
-0.8% -$3.94K 0.01% 932
2019
Q2 		$487K Sell
18,567
-425
-2% -$10.8K 0.01% 930
2019
Q1 		$445K Buy
+18,992
New +$430K 0.01% 956

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Shell Asset Management's SF Position: Q3 2025 in Review

Shell Asset Management reduced its Stifel (SF) stake by 55% in Q3 2025, selling an estimated $260K and leaving 2,837 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #462.

Shell Asset Management first reported a position in SF in Q1 2019 and has held it in 26 quarters since. The position peaked at $929K in Q4 2021. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Shell Asset Management held 2,837 shares of Stifel worth $215K as of Q3 2025.
  • Shell Asset Management sold 3,469 Stifel shares in Q3 2025, an estimated $260K.
  • Stifel made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #462 holding.
  • Shell Asset Management first reported a position in Stifel in Q1 2019 and has held it in 26 quarters since.
  • Shell Asset Management's Stifel position peaked at $929K in Q4 2021.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.