Stifel Financial
UFI icon

Stifel Financial’s UNIFI UFI Stock Holding History

Stifel Financial’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137K Buy
28,848
+6,560
+29% +$26.1K ﹤0.01% 3577
2026
Q1 		$79.6K Buy
+22,288
New +$85.8K ﹤0.01% 3554
2023
Q3 		– Sell
-10,873
Closed -$87.7K – 3407
2023
Q2 		$87.7K Buy
+10,873
New +$85.2K ﹤0.01% 3187
2020
Q4 		– Sell
-10,107
Closed -$130K – 3119
2020
Q3 		$130K Buy
+10,107
New +$126K ﹤0.01% 2715
2017
Q2 		– Sell
-195,388
Closed -$5.54M – 2620
2017
Q1 		$5.54M Buy
195,388
+31,948
+20% +$913K 0.02% 658
2016
Q4 		$5.34M Buy
163,440
+24,155
+17% +$742K 0.02% 640
2016
Q3 		$4.1M Buy
139,285
+26,600
+24% +$724K 0.02% 712
2016
Q2 		$3.07M Buy
112,685
+7,173
+7% +$180K 0.01% 811
2016
Q1 		$2.42M Buy
105,512
+23,838
+29% +$566K 0.01% 846
2015
Q4 		$2.3M Buy
81,674
+11,190
+16% +$330K 0.01% 905
2015
Q3 		$2.1M Buy
70,484
+26,248
+59% +$797K 0.01% 888
2015
Q2 		$1.48M Buy
44,236
+5,525
+14% +$189K 0.01% 1159
2015
Q1 		$1.4M Buy
+38,711
New +$1.26M 0.01% 1121
2014
Q3 		– Sell
-9,871
Closed -$272K – 2324
2014
Q2 		$272K Buy
+9,871
New +$232K ﹤0.01% 1830

Other funds holding UFI

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's UFI Position: Q2 2026 in Review

Stifel Financial increased its UNIFI (UFI) stake by 29% in Q2 2026, buying an estimated $26.1K and bringing the position to 28,848 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #3577.

Stifel Financial first reported a position in UFI in Q2 2014 and has held it in 14 quarters since. The position peaked at $5.54M in Q1 2017. 51 funds tracked by Wall St. Rank hold UFI as of Q2 2026.

  • Stifel Financial held 28,848 shares of UNIFI worth $137K as of Q2 2026.
  • Stifel Financial bought 6,560 UNIFI shares in Q2 2026, an estimated $26.1K.
  • UNIFI made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3577 holding.
  • Stifel Financial first reported a position in UNIFI in Q2 2014 and has held it in 14 quarters since.
  • Stifel Financial's UNIFI position peaked at $5.54M in Q1 2017.
  • 51 funds tracked by Wall St. Rank held UNIFI as of Q2 2026.

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