Stifel Financial
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Stifel Financial’s Smith Douglas Homes SDHC Stock Holding History

Stifel Financial’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Sell
10,485
-5,255
-33% -$69.8K ﹤0.01% 3557
2026
Q1 		$201K Buy
15,740
+2,583
+20% +$42.4K ﹤0.01% 3433
2025
Q4 		$221K Sell
13,157
-1,297
-9% -$23.5K ﹤0.01% 3330
2025
Q3 		$255K Sell
14,454
-2,301
-14% -$45K ﹤0.01% 3214
2025
Q2 		$325K Sell
16,755
-3,166
-16% -$59.8K ﹤0.01% 3001
2025
Q1 		$389K Sell
19,921
-4,714
-19% -$106K ﹤0.01% 2846
2024
Q4 		$632K Sell
24,635
-1,439
-6% -$47.8K ﹤0.01% 2540
2024
Q3 		$985K Buy
26,074
+7,310
+39% +$234K ﹤0.01% 2236
2024
Q2 		$439K Sell
18,764
-24
-0.1% -$643 ﹤0.01% 2707
2024
Q1 		$558K Buy
+18,788
New +$527K ﹤0.01% 2541

Other funds holding SDHC

CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Stifel Financial's SDHC Position: Q2 2026 in Review

Stifel Financial reduced its Smith Douglas Homes (SDHC) stake by 33% in Q2 2026, selling an estimated $69.8K and leaving 10,485 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #3557.

Stifel Financial first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $985K in Q3 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Stifel Financial held 10,485 shares of Smith Douglas Homes worth $163K as of Q2 2026.
  • Stifel Financial sold 5,255 Smith Douglas Homes shares in Q2 2026, an estimated $69.8K.
  • Smith Douglas Homes made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3557 holding.
  • Stifel Financial first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
  • Stifel Financial's Smith Douglas Homes position peaked at $985K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.