SS
SF

Sunbelt Securities’s Stifel SF Stock Holding History

Sunbelt Securities’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
2026
Q1 		$6.88K Hold
93
– – ﹤0.01% 1589
2025
Q4 		$7.76K Hold
93
– – ﹤0.01% 1505
2025
Q3 		$7.04K Buy
+93
New +$6.96K ﹤0.01% 1537

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sunbelt Securities's SF Position: Q1 2026 in Review

Sunbelt Securities held its Stifel (SF) position steady in Q1 2026 at 93 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Sunbelt Securities first reported a position in SF in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.76K in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Sunbelt Securities held 93 shares of Stifel worth $6.88K as of Q1 2026.
  • Sunbelt Securities left its Stifel share count unchanged in Q1 2026.
  • Stifel made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1589 holding.
  • Sunbelt Securities first reported a position in Stifel in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Stifel position peaked at $7.76K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.