Stifel Financial’s Smith-Midland SMID Stock Holding History

Stifel Financial’s Portfolio SMID Stock Details SMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16,608	Closed	-$604K	–	3740
2025 Q4	$604K	Buy	+16,608	New	+$596K	﹤0.01%	2758

Other funds holding SMID

TDC

Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Stifel Financial's SMID Position: Q1 2026 in Review

Stifel Financial sold out of Smith-Midland (SMID) in Q1 2026, closing a stake of 16,608 shares — an estimated $604K sold.

Stifel Financial first reported a position in SMID in Q4 2025 and held it in 1 quarter. The position peaked at $604K in Q4 2025. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

Stifel Financial reported no remaining Smith-Midland position as of Q1 2026 after selling out during the quarter.
Stifel Financial sold 16,608 Smith-Midland shares in Q1 2026, an estimated $604K.
Stifel Financial first reported a position in Smith-Midland in Q4 2025 and held it in 1 quarter.
Stifel Financial's Smith-Midland position peaked at $604K in Q4 2025.
57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.