Wellington Management Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $273M | Sell |
3,698,168
-1,295,359
| -26% | -$103M | 0.05% | 311 |
|
|
2025
Q4 | $417M | Sell |
4,993,527
-184,154
| -4% | -$14.7M | 0.07% | 232 |
|
|
2025
Q3 | $392M | Buy |
5,177,681
+628,557
| +14% | +$47.1M | 0.07% | 247 |
|
|
2025
Q2 | $315M | Buy |
4,549,124
+831,723
| +22% | +$51.1M | 0.06% | 264 |
|
|
2025
Q1 | $234M | Sell |
3,717,401
-166,045
| -4% | -$11.7M | 0.04% | 311 |
|
|
2024
Q4 | $275M | Buy |
3,883,446
+945,382
| +32% | +$67.5M | 0.05% | 292 |
|
|
2024
Q3 | $184M | Buy |
2,938,064
+1,290,698
| +78% | +$73.6M | 0.03% | 413 |
|
|
2024
Q2 | $92.4M | Buy |
1,647,366
+964,915
| +141% | +$51.1M | 0.02% | 558 |
|
|
2024
Q1 | $35.6M | Sell |
682,451
-37,126
| -5% | -$1.83M | 0.01% | 806 |
|
|
2023
Q4 | $33.2M | Sell |
719,577
-6,491
| -0.9% | -$267K | 0.01% | 824 |
|
|
2023
Q3 | $29.7M | Sell |
726,068
-14,185
| -2% | -$597K | 0.01% | 848 |
|
|
2023
Q2 | $29.4M | Buy |
740,253
+1,015
| +0.1% | +$39.6K | 0.01% | 851 |
|
|
2023
Q1 | $29.1M | Sell |
739,238
-7,234
| -1% | -$304K | 0.01% | 836 |
|
|
2022
Q4 | $29M | Buy |
746,472
+81,084
| +12% | +$3.21M | 0.01% | 829 |
|
|
2022
Q3 | $23M | Sell |
665,388
-125,558
| -16% | -$4.94M | ﹤0.01% | 867 |
|
|
2022
Q2 | $29.5M | Sell |
790,946
-9,343
| -1% | -$388K | 0.01% | 838 |
|
|
2022
Q1 | $36.2M | Sell |
800,289
-9,924
| -1% | -$476K | 0.01% | 854 |
|
|
2021
Q4 | $38M | Sell |
810,213
-96,402
| -11% | -$4.68M | 0.01% | 912 |
|
|
2021
Q3 | $41.1M | Sell |
906,615
-25,638
| -3% | -$1.14M | 0.01% | 879 |
|
|
2021
Q2 | $40.3M | Sell |
932,253
-6,963
| -0.7% | -$312K | 0.01% | 892 |
|
|
2021
Q1 | $40.1M | Sell |
939,216
-43,178
| -4% | -$1.68M | 0.01% | 869 |
|
|
2020
Q4 | $33M | Sell |
982,394
-26,871
| -3% | -$798K | 0.01% | 902 |
|
|
2020
Q3 | $22.7M | Sell |
1,009,265
-57,647
| -5% | -$1.29M | ﹤0.01% | 924 |
|
|
2020
Q2 | $22.5M | Buy |
1,066,912
+42,829
| +4% | +$861K | 0.01% | 900 |
|
|
2020
Q1 | $18.8M | Buy |
1,024,083
+973,422
| +1,921% | +$24.4M | 0.01% | 892 |
|
|
2019
Q4 | $1.36M | Buy |
+50,661
| New | +$1.32M | ﹤0.01% | 1636 |
|
|
2019
Q1 | – | Sell |
-89,581
| Closed | -$1.65M | – | 2108 |
|
|
2018
Q4 | $1.65M | Buy |
+89,581
| New | +$1.86M | ﹤0.01% | 1690 |
|
|
2017
Q2 | – | Sell |
-160,587
| Closed | -$3.58M | – | 2285 |
|
|
2017
Q1 | $3.58M | Buy |
+160,587
| New | +$3.7M | ﹤0.01% | 1563 |
|
|
2014
Q2 | – | Sell |
-281,228
| Closed | -$6.22M | – | 2217 |
|
|
2014
Q1 | $6.22M | Sell |
281,228
-225,719
| -45% | -$4.79M | ﹤0.01% | 1384 |
|
|
2013
Q4 | $10.8M | Buy |
+506,947
| New | +$9.73M | ﹤0.01% | 1219 |
|
|
2013
Q3 | – | Sell |
-440,100
| Closed | -$6.98M | – | 2227 |
|
|
2013
Q2 | $6.98M | Buy |
+440,100
| New | +$6.66M | ﹤0.01% | 1313 |
|
Other funds holding SF
VPM
VCM
Wellington Management Group's SF Position: Q1 2026 in Review
Wellington Management Group reduced its Stifel (SF) stake by 26% in Q1 2026, selling an estimated $103M and leaving 3,698,168 shares worth $273M. The position accounts for 0.05% of the portfolio, ranked #311.
Wellington Management Group first reported a position in SF in Q2 2013 and has held it in 31 quarters since. The position peaked at $417M in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.
- Wellington Management Group held 3,698,168 shares of Stifel worth $273M as of Q1 2026.
- Wellington Management Group sold 1,295,359 Stifel shares in Q1 2026, an estimated $103M.
- Stifel made up 0.05% of Wellington Management Group's portfolio in Q1 2026, its #311 holding.
- Wellington Management Group first reported a position in Stifel in Q2 2013 and has held it in 31 quarters since.
- Wellington Management Group's Stifel position peaked at $417M in Q4 2025.
- 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.