Stifel Financial’s BGSF Inc BGSF Stock Holding History

Stifel Financial’s Portfolio BGSF Stock Details BGSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,000	Closed	-$84.2K	–	3388
2024 Q3	$84.2K	Hold	10,000	–	–	﹤0.01%	3264
2024 Q2	$85.5K	Sell	10,000 -1,000	-9%	-$8.05K	﹤0.01%	3234
2024 Q1	$115K	Hold	11,000	–	–	﹤0.01%	3184
2023 Q4	$103K	Hold	11,000	–	–	﹤0.01%	3163
2023 Q3	$106K	Sell	11,000 -700	-6%	-$6.89K	﹤0.01%	3101
2023 Q2	$112K	Buy	11,700 +150	+1%	+$1.44K	﹤0.01%	3157
2023 Q1	$123K	Buy	+11,550	New	+$161K	﹤0.01%	3144
2019 Q2	–	Sell	-15,812	Closed	-$347K	–	2968
2019 Q1	$347K	Buy	15,812 +1,000	+7%	+$24K	﹤0.01%	2272
2018 Q4	$305K	Sell	14,812 -1,941	-12%	-$46.3K	﹤0.01%	2215
2018 Q3	$455K	Sell	16,753 -429	-2%	-$11.2K	﹤0.01%	2139
2018 Q2	$397K	Buy	+17,182	New	+$348K	﹤0.01%	2140

Other funds holding BGSF

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Stifel Financial's BGSF Position: Q4 2024 in Review

Stifel Financial sold out of BGSF Inc (BGSF) in Q4 2024, closing a stake of 10,000 shares — an estimated $84.2K sold.

Stifel Financial first reported a position in BGSF in Q2 2018 and held it in 11 quarters. The position peaked at $455K in Q3 2018. 40 funds tracked by Wall St. Rank hold BGSF as of Q4 2024.

Stifel Financial reported no remaining BGSF Inc position as of Q4 2024 after selling out during the quarter.
Stifel Financial sold 10,000 BGSF Inc shares in Q4 2024, an estimated $84.2K.
Stifel Financial first reported a position in BGSF Inc in Q2 2018 and held it in 11 quarters.
Stifel Financial's BGSF Inc position peaked at $455K in Q3 2018.
40 funds tracked by Wall St. Rank held BGSF Inc as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.