Stifel Financial
QUAD icon

Stifel Financial’s Quad QUAD Stock Holding History

Stifel Financial’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Hold
30,560
– – ﹤0.01% 3428
2025
Q4 		$192K Hold
30,560
– – ﹤0.01% 3396
2025
Q3 		$191K Hold
30,560
– – ﹤0.01% 3354
2025
Q2 		$173K Sell
30,560
-615
-2% -$3.33K ﹤0.01% 3288
2025
Q1 		$170K Buy
31,175
+615
+2% +$3.91K ﹤0.01% 3217
2024
Q4 		$213K Sell
30,560
-500
-2% -$3.38K ﹤0.01% 3142
2024
Q3 		$141K Buy
31,060
+11,874
+62% +$58.6K ﹤0.01% 3197
2024
Q2 		$105K Buy
19,186
+2,800
+17% +$13.8K ﹤0.01% 3207
2024
Q1 		$87K Buy
16,386
+5,086
+45% +$27.5K ﹤0.01% 3213
2023
Q4 		$61.2K Sell
11,300
-1,500
-12% -$7.32K ﹤0.01% 3211
2023
Q3 		$64.4K Sell
12,800
-500
-4% -$2.62K ﹤0.01% 3162
2023
Q2 		$50K Buy
13,300
+1,400
+12% +$5.06K ﹤0.01% 3240
2023
Q1 		$51.1K Buy
11,900
+900
+8% +$3.97K ﹤0.01% 3233
2022
Q4 		$44.9K Buy
+11,000
New +$35K ﹤0.01% 3195

Other funds holding QUAD

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return