Stifel Financial
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Stifel Financial’s Winmark WINA Stock Holding History

Stifel Financial’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78M Sell
4,167
-147
-3% -$64.8K ﹤0.01% 2051
2025
Q4 		$1.75M Sell
4,314
-207
-5% -$88.6K ﹤0.01% 2023
2025
Q3 		$2.25M Sell
4,521
-235
-5% -$101K ﹤0.01% 1827
2025
Q2 		$1.8M Buy
4,756
+41
+0.9% +$15.8K ﹤0.01% 1918
2025
Q1 		$1.5M Buy
4,715
+378
+9% +$135K ﹤0.01% 1963
2024
Q4 		$1.7M Buy
4,337
+376
+9% +$148K ﹤0.01% 1890
2024
Q3 		$1.52M Buy
3,961
+477
+14% +$177K ﹤0.01% 1954
2024
Q2 		$1.23M Buy
3,484
+969
+39% +$346K ﹤0.01% 2030
2024
Q1 		$910K Buy
+2,515
New +$923K ﹤0.01% 2238
2016
Q3 		– Sell
-2,311
Closed -$230K – 2520
2016
Q2 		$230K Buy
+2,311
New +$225K ﹤0.01% 2188

Other funds holding WINA

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return