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
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 – 2326
2014
Q2 		$272K Buy
+9,871
New +$232K ﹤0.01% 1830

Other funds holding UFI

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return