Summit Financial’s Stifel SF Stock Holding History

Summit 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
2025 Q3	–	Sell	-5,924	Closed	-$410K	–	1260
2025 Q2	$410K	Sell	5,924 -1,978	-25%	-$121K	0.01%	609
2025 Q1	$497K	Buy	+7,902	New	+$557K	0.01%	515

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Summit Financial's SF Position: Q3 2025 in Review

Summit Financial sold out of Stifel (SF) in Q3 2025, closing a stake of 5,924 shares — an estimated $410K sold.

Summit Financial first reported a position in SF in Q1 2025 and held it in 2 quarters. The position peaked at $497K in Q1 2025. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

Summit Financial reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
Summit Financial sold 5,924 Stifel shares in Q3 2025, an estimated $410K.
Summit Financial first reported a position in Stifel in Q1 2025 and held it in 2 quarters.
Summit Financial's Stifel position peaked at $497K in Q1 2025.
551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.