Stifel Financial

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 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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return