Silvercrest Asset Management’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$43.9M Sell
594,474
-142,956
-19% -$11.4M 0.32% 83
2025
Q4
$61.6M Sell
737,430
-24,327
-3% -$1.94M 0.42% 67
2025
Q3
$57.6M Sell
761,757
-236,840
-24% -$17.7M 0.38% 75
2025
Q2
$69.1M Sell
998,597
-185,539
-16% -$11.4M 0.46% 61
2025
Q1
$74.4M Sell
1,184,136
-304,746
-20% -$21.5M 0.53% 53
2024
Q4
$105M Sell
1,488,882
-284,903
-16% -$20.3M 0.7% 29
2024
Q3
$111M Sell
1,773,785
-34,377
-2% -$1.96M 0.76% 24
2024
Q2
$101M Sell
1,808,162
-279,423
-13% -$14.8M 0.7% 28
2024
Q1
$109M Sell
2,087,585
-213,844
-9% -$10.5M 0.74% 25
2023
Q4
$106M Sell
2,301,429
-44,267
-2% -$1.82M 0.75% 26
2023
Q3
$96.1M Sell
2,345,696
-86,028
-4% -$3.62M 0.73% 27
2023
Q2
$96.7M Buy
2,431,724
+187,961
+8% +$7.33M 0.69% 34
2023
Q1
$88.4M Buy
2,243,763
+593,263
+36% +$24.9M 0.67% 43
2022
Q4
$64.2M Sell
1,650,500
-50,004
-3% -$1.98M 0.49% 64
2022
Q3
$58.8M Sell
1,700,504
-223,266
-12% -$8.79M 0.48% 66
2022
Q2
$71.8M Sell
1,923,770
-252,987
-12% -$10.5M 0.55% 60
2022
Q1
$98.5M Sell
2,176,757
-233,727
-10% -$11.2M 0.64% 44
2021
Q4
$112M Sell
2,410,484
-106,600
-4% -$5.18M 0.71% 33
2021
Q3
$114M Buy
2,517,084
+629,848
+33% +$28.1M 0.77% 23
2021
Q2
$81.6M Sell
1,887,236
-36,721
-2% -$1.65M 0.54% 62
2021
Q1
$82.2M Buy
1,923,957
+144,415
+8% +$5.63M 0.55% 59
2020
Q4
$59.9M Buy
1,779,542
+1,636,482
+1,144% +$48.6M 0.44% 85
2020
Q3
$3.21M Sell
143,060
-2,733
-2% -$61K 0.03% 401
2020
Q2
$3.07M Buy
145,793
+35,273
+32% +$709K 0.03% 402
2020
Q1
$2.03M Buy
+110,520
New +$2.77M 0.02% 428
2016
Q1
Sell
-1,435,640
Closed -$27M 559
2015
Q4
$27M Buy
1,435,640
+39,072
+3% +$760K 0.37% 97
2015
Q3
$26.1M Buy
1,396,568
+103,288
+8% +$2.34M 0.4% 97
2015
Q2
$33.2M Buy
1,293,280
+131,524
+11% +$3.24M 0.44% 94
2015
Q1
$28.8M Buy
1,161,756
+45,868
+4% +$1.06M 0.41% 92
2014
Q4
$25.3M Buy
1,115,888
+2,347
+0.2% +$49.7K 0.37% 97
2014
Q3
$23.2M Sell
1,113,541
-200,943
-15% -$4.19M 0.36% 96
2014
Q2
$27.7M Buy
1,314,484
+43,043
+3% +$887K 0.41% 91
2014
Q1
$28.1M Buy
1,271,441
+124,058
+11% +$2.63M 0.45% 85
2013
Q4
$24.4M Buy
1,147,383
+218,628
+24% +$4.2M 0.41% 87
2013
Q3
$17M Buy
928,755
+9,180
+1% +$160K 0.33% 95
2013
Q2
$14.6M Buy
+919,575
New +$13.9M 0.31% 93

Other funds holding SF

Silvercrest Asset Management's SF Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Stifel (SF) stake by 19% in Q1 2026, selling an estimated $11.4M and leaving 594,474 shares worth $43.9M. The position accounts for 0.32% of the portfolio, ranked #83.

Silvercrest Asset Management first reported a position in SF in Q2 2013 and has held it in 36 quarters since. The position peaked at $114M in Q3 2021. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Silvercrest Asset Management held 594,474 shares of Stifel worth $43.9M as of Q1 2026.
  • Silvercrest Asset Management sold 142,956 Stifel shares in Q1 2026, an estimated $11.4M.
  • Stifel made up 0.32% of Silvercrest Asset Management's portfolio in Q1 2026, its #83 holding.
  • Silvercrest Asset Management first reported a position in Stifel in Q2 2013 and has held it in 36 quarters since.
  • Silvercrest Asset Management's Stifel position peaked at $114M in Q3 2021.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.