Simplex Trading
SF icon

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
2026
Q3 		$35K Sell
500
-4,077
-89% -$322K ﹤0.01% 6538
2026
Q2 		$319K Buy
+4,577
New +$341K ﹤0.01% 4156
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Simplex Trading's SF Position: Q3 2026 in Review

Simplex Trading reduced its Stifel (SF) stake by 89% in Q3 2026, selling an estimated $322K and leaving 500 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #6538.

Simplex Trading first reported a position in SF in Q3 2015 and has held it in 11 quarters since. The position peaked at $575K in Q4 2018. 335 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Simplex Trading held 500 shares of Stifel worth $35K as of Q3 2026.
  • Simplex Trading sold 4,077 Stifel shares in Q3 2026, an estimated $322K.
  • Stifel made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #6538 holding.
  • Simplex Trading first reported a position in Stifel in Q3 2015 and has held it in 11 quarters since.
  • Simplex Trading's Stifel position peaked at $575K in Q4 2018.
  • 335 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.