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Versor Investments’s Stifel SF Stock Holding History

Versor Investments’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
-10,016
Closed -$836K – 481
2025
Q4 		$836K Buy
10,016
+987
+11% +$78.9K 0.13% 182
2025
Q3 		$683K Buy
+9,029
New +$676K 0.13% 223
2025
Q2 		– Sell
-16,932
Closed -$1.06M – 905
2025
Q1 		$1.06M Buy
16,932
+9,822
+138% +$692K 0.17% 188
2024
Q4 		$503K Buy
+7,110
New +$508K 0.09% 388
2024
Q1 		– Sell
-6,600
Closed -$304K – 861
2023
Q4 		$304K Sell
6,600
-1,200
-15% -$49.3K 0.06% 515
2023
Q3 		$319K Buy
+7,800
New +$329K 0.06% 463
2023
Q2 		– Sell
-8,700
Closed -$343K – 812
2023
Q1 		$343K Sell
8,700
-1,050
-11% -$44.1K 0.04% 448
2022
Q4 		$379K Buy
+9,750
New +$386K 0.03% 430

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Versor Investments's SF Position: Q1 2026 in Review

Versor Investments sold out of Stifel (SF) in Q1 2026, closing a stake of 10,016 shares — an estimated $836K sold.

Versor Investments first reported a position in SF in Q4 2022 and held it in 8 quarters. The position peaked at $1.06M in Q1 2025. 635 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Versor Investments reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 10,016 Stifel shares in Q1 2026, an estimated $836K.
  • Versor Investments first reported a position in Stifel in Q4 2022 and held it in 8 quarters.
  • Versor Investments's Stifel position peaked at $1.06M in Q1 2025.
  • 635 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.