VCM
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Versant Capital Management’s Stifel SF Stock Holding History

Versant Capital Management’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
Q3 		$156K Sell
2,224
-209
-9% -$16.5K 0.01% 731
2026
Q2 		$170K Sell
2,433
-119
-5% -$8.87K 0.02% 697
2026
Q1 		$189K Buy
2,552
+572
+29% +$45.4K 0.02% 610
2025
Q4 		$165K Buy
1,980
+361
+22% +$28.9K 0.02% 565
2025
Q3 		$122K Buy
1,619
+17
+1% +$1.27K 0.02% 634
2025
Q2 		$111K Buy
1,602
+87
+6% +$5.34K 0.02% 635
2025
Q1 		$95.2K Buy
1,515
+829
+121% +$58.4K 0.02% 643
2024
Q4 		$48.5K Buy
686
+218
+47% +$15.6K 0.01% 588
2024
Q3 		$29.3K Buy
468
+7
+2% +$399 0.01% 647
2024
Q2 		$25.8K Buy
461
+437
+1,821% +$23.2K 0.01% 619
2024
Q1 		$1.25K Hold
24
– – ﹤0.01% 1483
2023
Q4 		$1.11K Hold
24
– – ﹤0.01% 1482
2023
Q3 		$983 Hold
24
– – ﹤0.01% 1535
2023
Q2 		$955 Buy
+24
New +$936 ﹤0.01% 1616
2016
Q4 		– Sell
-54
Closed – – 1504
2016
Q3 		$0 Hold
54
– – ﹤0.01% 1471
2016
Q2 		$0 Sell
54
-909
-94% -$13.5K ﹤0.01% 1423
2016
Q1 		$12K Sell
963
-776
-45% -$11K 0.01% 705
2015
Q4 		$32K Buy
+1,739
New +$33.8K 0.02% 349

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Versant Capital Management's SF Position: Q3 2026 in Review

Versant Capital Management reduced its Stifel (SF) stake by 8.6% in Q3 2026, selling an estimated $16.5K and leaving 2,224 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #731.

Versant Capital Management first reported a position in SF in Q4 2015 and has held it in 18 quarters since. The position peaked at $189K in Q1 2026. 19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Versant Capital Management held 2,224 shares of Stifel worth $156K as of Q3 2026.
  • Versant Capital Management sold 209 Stifel shares in Q3 2026, an estimated $16.5K.
  • Stifel made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #731 holding.
  • Versant Capital Management first reported a position in Stifel in Q4 2015 and has held it in 18 quarters since.
  • Versant Capital Management's Stifel position peaked at $189K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.