VCA
SF

Verdence Capital Advisors’s Stifel SF Stock Holding History

Verdence Capital Advisors’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 		$5.11M Buy
69,178
+17,263
+33% +$1.37M 0.3% 76
2025
Q4 		$4.33M Buy
51,915
+1,284
+3% +$103K 0.26% 93
2025
Q3 		$4.02M Buy
+50,631
New +$3.79M 0.23% 106

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

Verdence Capital Advisors's SF Position: Q1 2026 in Review

Verdence Capital Advisors increased its Stifel (SF) stake by 33% in Q1 2026, buying an estimated $1.37M and bringing the position to 69,178 shares worth $5.11M. The position accounts for 0.3% of the portfolio, ranked #76.

Verdence Capital Advisors first reported a position in SF in Q3 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Verdence Capital Advisors held 69,178 shares of Stifel worth $5.11M as of Q1 2026.
  • Verdence Capital Advisors bought 17,263 Stifel shares in Q1 2026, an estimated $1.37M.
  • Stifel made up 0.3% of Verdence Capital Advisors's portfolio in Q1 2026, its #76 holding.
  • Verdence Capital Advisors first reported a position in Stifel in Q3 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.