TwinBeech Capital’s Stifel SF Stock Holding History

TwinBeech Capital’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	–	Sell	-33,750	Closed	-$2.82M	–	797
2025 Q4	$2.82M	Buy	33,750 +8,365	+33%	+$669K	0.2%	134
2025 Q3	$1.92M	Buy	+25,385	New	+$1.9M	0.08%	233
2025 Q2	–	Sell	-69,881	Closed	-$4.39M	–	948
2025 Q1	$4.39M	Sell	69,881 -35,158	-33%	-$2.48M	0.08%	270
2024 Q4	$7.43M	Buy	+105,039	New	+$7.5M	0.13%	181
2024 Q2	–	Sell	-33,944	Closed	-$1.77M	–	763
2024 Q1	$1.77M	Sell	33,944 -25,777	-43%	-$1.27M	0.04%	356
2023 Q4	$2.75M	Sell	59,721 -5,232	-8%	-$215K	0.04%	356
2023 Q3	$2.66M	Buy	64,953 +26,160	+67%	+$1.1M	0.05%	365
2023 Q2	$1.54M	Buy	+38,793	New	+$1.51M	0.03%	409
2022 Q1	–	Sell	-14,622	Closed	-$686K	–	716
2021 Q4	$686K	Buy	+14,622	New	+$710K	0.04%	386
2020 Q3	–	Sell	-21,582	Closed	-$455K	–	562
2020 Q2	$455K	Buy	+21,582	New	+$434K	0.1%	248

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TwinBeech Capital's SF Position: Q1 2026 in Review

TwinBeech Capital sold out of Stifel (SF) in Q1 2026, closing a stake of 33,750 shares — an estimated $2.82M sold.

TwinBeech Capital first reported a position in SF in Q2 2020 and held it in 10 quarters. The position peaked at $7.43M in Q4 2024. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

TwinBeech Capital reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 33,750 Stifel shares in Q1 2026, an estimated $2.82M.
TwinBeech Capital first reported a position in Stifel in Q2 2020 and held it in 10 quarters.
TwinBeech Capital's Stifel position peaked at $7.43M in Q4 2024.
634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.