Simplex Trading’s Stifel SF Stock Holding History

Simplex Trading’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	–	Sell	-6,434	Closed	-$482K	–	9956
2025 Q2	$445K	Buy	6,434 +5,267	+451%	+$323K	﹤0.01%	3621
2025 Q1	$73K	Buy	+1,167	New	+$82.3K	﹤0.01%	5405
2023 Q4	–	Sell	-5,006	Closed	-$206K	–	9718
2023 Q3	$205K	Buy	+5,006	New	+$211K	﹤0.01%	4324
2022 Q1	–	Sell	-1,127	Closed	-$54.1K	–	11287
2021 Q4	$52K	Sell	1,127 -922	-45%	-$44.8K	﹤0.01%	7219
2021 Q3	$89K	Buy	2,049 +607	+42%	+$27.1K	﹤0.01%	6788
2021 Q2	$62K	Buy	+1,442	New	+$64.7K	﹤0.01%	7386
2019 Q1	–	Sell	-31,266	Closed	-$708K	–	7762
2018 Q4	$575K	Buy	+31,266	New	+$648K	﹤0.01%	2094
2016 Q1	–	Sell	-4,887	Closed	-$69.4K	–	6159
2015 Q4	$92K	Buy	4,887 +1,690	+53%	+$32.9K	0.01%	1424
2015 Q3	$59K	Buy	+3,197	New	+$72.4K	﹤0.01%	1848

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simplex Trading's SF Position: Q3 2025 in Review

Simplex Trading sold out of Stifel (SF) in Q3 2025, closing a stake of 6,434 shares — an estimated $482K sold.

Simplex Trading first reported a position in SF in Q3 2015 and held it in 9 quarters. The position peaked at $575K in Q4 2018. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

Simplex Trading reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
Simplex Trading sold 6,434 Stifel shares in Q3 2025, an estimated $482K.
Simplex Trading first reported a position in Stifel in Q3 2015 and held it in 9 quarters.
Simplex Trading's Stifel position peaked at $575K in Q4 2018.
551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.