Simplex Trading
SF

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
Q1 		$81.3K Sell
1,100
-550
-33% -$43.7K ﹤0.01% 5327
2025
Q4 		$138K Sell
1,650
-1,200
-42% -$95.9K ﹤0.01% 4634
2025
Q3 		$215K Buy
2,850
+1,500
+111% +$112K ﹤0.01% 4866
2025
Q2 		$93K Sell
1,350
-900
-40% -$55.3K ﹤0.01% 5317
2025
Q1 		$141K Sell
2,250
-2,550
-53% -$180K ﹤0.01% 4695
2024
Q4 		$339K Buy
4,800
+2,550
+113% +$182K ﹤0.01% 3935
2024
Q3 		$140K Sell
2,250
-8,250
-79% -$471K ﹤0.01% 4886
2024
Q2 		$589K Sell
10,500
-1,350
-11% -$71.5K ﹤0.01% 3490
2024
Q1 		$617K Sell
11,850
-18,150
-61% -$894K ﹤0.01% 3629
2023
Q4 		$1.38M Buy
30,000
+28,050
+1,438% +$1.15M ﹤0.01% 2697
2023
Q3 		$79K Sell
1,950
-13,200
-87% -$556K ﹤0.01% 5335
2023
Q2 		$602K Sell
15,150
-1,050
-6% -$41K ﹤0.01% 3116
2023
Q1 		$638K Sell
16,200
-2,550
-14% -$107K ﹤0.01% 3029
2022
Q4 		$729K Buy
18,750
+12,900
+221% +$510K ﹤0.01% 2785
2022
Q3 		$202K Buy
5,850
+4,500
+333% +$177K ﹤0.01% 4594
2022
Q2 		$50K Hold
1,350
– – ﹤0.01% 6497
2022
Q1 		$61K Sell
1,350
-4,800
-78% -$230K ﹤0.01% 6859
2021
Q4 		$288K Sell
6,150
-42,450
-87% -$2.06M ﹤0.01% 4633
2021
Q3 		$2.13M Buy
48,600
+1,050
+2% +$46.8K ﹤0.01% 2061
2021
Q2 		$2.06M Buy
47,550
+46,957
+7,919% +$2.11M ﹤0.01% 2121
2021
Q1 		$3.77M Sell
593
-238
-29% -$9.28K 0.01% 1045
2020
Q4 		$4.18M Buy
831
+525
+172% +$15.6K 0.01% 1119
2020
Q3 		$687K Sell
306
-286
-48% -$6.39K ﹤0.01% 2655
2020
Q2 		$1.25M Buy
592
+189
+47% +$3.8K ﹤0.01% 1947
2020
Q1 		$738K Buy
403
+234
+138% +$5.86K ﹤0.01% 2184
2019
Q4 		$454K Buy
169
+20
+13% +$523 ﹤0.01% 2844
2019
Q3 		$378K Buy
149
+104
+231% +$2.61K ﹤0.01% 2910
2019
Q2 		$118K Sell
45
-158
-78% -$4.02K ﹤0.01% 4011
2019
Q1 		$474K Sell
203
-74
-27% -$1.68K ﹤0.01% 2719
2018
Q4 		$509K Sell
277
-173
-38% -$3.58K ﹤0.01% 2214
2018
Q3 		$1.02M Sell
450
-434
-49% -$10.4K ﹤0.01% 1857
2018
Q2 		$2.05M Sell
884
-70
-7% -$1.82K 0.01% 1110
2018
Q1 		$188K Buy
954
+257
+37% +$7.28K 0.01% 1287
2017
Q4 		$153K Sell
697
-248
-26% -$6.07K 0.01% 1491
2017
Q3 		$61K Sell
945
-635
-40% -$13.8K ﹤0.01% 2131
2017
Q2 		$22K Buy
1,580
+174
+12% +$3.57K ﹤0.01% 3225
2017
Q1 		$71K Sell
1,406
-142
-9% -$3.27K ﹤0.01% 2047
2016
Q4 		$92K Buy
1,548
+644
+71% +$12.9K 0.01% 1604
2016
Q3 		$69K Sell
904
-181
-17% -$2.91K ﹤0.01% 1836
2016
Q2 		$46K Buy
+1,085
New +$16.1K ﹤0.01% 2141
2016
Q1 		– Sell
-439
Closed -$3K – 6158
2015
Q4 		$3K Buy
+439
New +$8.53K ﹤0.01% 4296
2015
Q1 		– Sell
-227
Closed -$18K – 5518
2014
Q4 		$18K Buy
+227
New +$4.8K ﹤0.01% 2150

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
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.