Stifel Financial’s Stifel SF Stock Holding History

Stifel Financial’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	$279M	Buy	3,775,258 +347,210	+10%	+$27.6M	0.26%	88
2025 Q4	$286M	Sell	3,428,048 -71,710	-2%	-$5.73M	0.26%	86
2025 Q3	$265M	Buy	3,499,758 +34,345	+1%	+$2.57M	0.24%	88
2025 Q2	$240M	Sell	3,465,413 -128,874	-4%	-$7.91M	0.23%	96
2025 Q1	$226M	Buy	3,594,287 +358,889	+11%	+$25.3M	0.24%	91
2024 Q4	$229M	Sell	3,235,398 -183,503	-5%	-$13.1M	0.24%	93
2024 Q3	$214M	Buy	3,418,901 +50,930	+2%	+$2.91M	0.22%	103
2024 Q2	$189M	Sell	3,367,971 -25,001	-0.7%	-$1.32M	0.21%	104
2024 Q1	$177M	Sell	3,392,972 -30,936	-0.9%	-$1.52M	0.2%	112
2023 Q4	$158M	Sell	3,423,908 -112,920	-3%	-$4.64M	0.2%	117
2023 Q3	$145M	Sell	3,536,828 -105,843	-3%	-$4.46M	0.2%	109
2023 Q2	$145M	Sell	3,642,671 -72,021	-2%	-$2.81M	0.2%	119
2023 Q1	$146M	Buy	3,714,692 +215,853	+6%	+$9.07M	0.21%	116
2022 Q4	$136M	Sell	3,498,839 -112,138	-3%	-$4.44M	0.2%	121
2022 Q3	$125M	Sell	3,610,977 -149,690	-4%	-$5.89M	0.2%	115
2022 Q2	$140M	Buy	3,760,667 +26,120	+0.7%	+$1.08M	0.22%	105
2022 Q1	$169M	Buy	3,734,547 +275,596	+8%	+$13.2M	0.23%	103
2021 Q4	$162M	Buy	3,458,951 +39,342	+1%	+$1.91M	0.21%	109
2021 Q3	$155M	Sell	3,419,609 -14,854	-0.4%	-$662K	0.23%	108
2021 Q2	$149M	Buy	3,434,463 +70,641	+2%	+$3.17M	0.22%	104
2021 Q1	$144M	Sell	3,363,822 -135,888	-4%	-$5.3M	0.24%	99
2020 Q4	$118M	Sell	3,499,710 -277,982	-7%	-$8.25M	0.21%	108
2020 Q3	$84.9M	Sell	3,777,692 -16,902	-0.4%	-$377K	0.17%	132
2020 Q2	$80M	Buy	3,794,594 +314,125	+9%	+$6.31M	0.18%	128
2020 Q1	$63.9M	Buy	3,480,469 +128,417	+4%	+$3.22M	0.18%	135
2019 Q4	$90.4M	Sell	3,352,052 -5,346	-0.2%	-$140K	0.19%	131
2019 Q3	$85.6M	Buy	3,357,398 +74,832	+2%	+$1.88M	0.22%	123
2019 Q2	$86.2M	Sell	3,282,566 -148,052	-4%	-$3.77M	0.22%	119
2019 Q1	$80.4M	Sell	3,430,618 -31,129	-0.9%	-$705K	0.23%	118
2018 Q4	$63.7M	Buy	3,461,747 +60,588	+2%	+$1.26M	0.21%	126
2018 Q3	$77.5M	Buy	3,401,159 +40,881	+1%	+$984K	0.22%	113
2018 Q2	$78M	Sell	3,360,278 -65,867	-2%	-$1.71M	0.24%	102
2018 Q1	$90.2M	Buy	3,426,145 +381,490	+13%	+$10.8M	0.28%	86
2017 Q4	$80.6M	Sell	3,044,655 -45,205	-1%	-$1.11M	0.26%	96
2017 Q3	$73.4M	Buy	3,089,860 +2,811,501	+1,010%	+$60.9M	0.25%	94
2017 Q2	$5.69M	Buy	278,359 +32,949	+13%	+$676K	0.02%	672
2017 Q1	$5.48M	Sell	245,410 -15,374	-6%	-$354K	0.02%	663
2016 Q4	$5.78M	Buy	260,784 +36,499	+16%	+$733K	0.02%	608
2016 Q3	$3.83M	Sell	224,285 -473,582	-68%	-$7.61M	0.02%	734
2016 Q2	$9.76M	Sell	697,867 -7,712,426	-92%	-$115M	0.05%	367
2016 Q1	$111M	Buy	8,410,293 +7,742,468	+1,159%	+$110M	0.59%	29
2015 Q4	$12.6M	Sell	667,825 -6,770,628	-91%	-$132M	0.07%	306
2015 Q3	$139M	Buy	7,438,453 +6,833,811	+1,130%	+$155M	0.78%	14
2015 Q2	$15.5M	Sell	604,642 -211,944	-26%	-$5.22M	0.08%	272
2015 Q1	$20.2M	Buy	816,586 +142,068	+21%	+$3.28M	0.11%	219
2014 Q4	$15.3M	Sell	674,518 -3,796,324	-85%	-$80.3M	0.09%	293
2014 Q3	$93.2M	Sell	4,470,842 -131,931	-3%	-$2.75M	0.82%	10
2014 Q2	$96.9M	Buy	4,602,773 +591,590	+15%	+$12.2M	0.87%	8
2014 Q1	$88.7M	Buy	+4,011,183	New	+$85.2M	0.85%	8