Wells Fargo
SF

Wells Fargo’s Stifel SF Stock Holding History

Wells Fargo’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
2017
Q2 		– Sell
-45,000
Closed -$5K – 6419
2017
Q1 		$5K Hold
45,000
– – ﹤0.01% 6033
2016
Q4 		$35K Buy
+45,000
New +$903K ﹤0.01% 5478

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

Wells Fargo's SF Position: Q1 2026 in Review

Wells Fargo reduced its Stifel (SF) stake by 1.3% in Q1 2026, selling an estimated $449K and leaving 432,021 shares worth $31.9M. The position accounts for 0.01% of the portfolio, ranked #1217.

Wells Fargo first reported a position in SF in Q2 2013 and has held it in 52 quarters since. The position peaked at $63.4M in Q3 2021. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Wells Fargo held 432,021 shares of Stifel worth $31.9M as of Q1 2026.
  • Wells Fargo sold 5,655 Stifel shares in Q1 2026, an estimated $449K.
  • Stifel made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #1217 holding.
  • Wells Fargo first reported a position in Stifel in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Stifel position peaked at $63.4M in Q3 2021.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.