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Winebrenner Capital Management’s Stifel SF Stock Holding History

Winebrenner 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 		$214K Hold
3,060
– – 0.14% 126
2026
Q2 		$213K Hold
3,060
– – 0.13% 137
2026
Q1 		$226K Hold
3,060
– – 0.15% 127
2025
Q4 		$255K Hold
3,060
– – 0.17% 120
2025
Q3 		$231K Hold
3,060
– – 0.17% 121
2025
Q2 		$212K Buy
+3,060
New +$188K 0.17% 120
2025
Q1 		– Sell
-3,060
Closed -$216K – 132
2024
Q4 		$216K Buy
+3,060
New +$218K 0.17% 113

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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

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

Winebrenner Capital Management held its Stifel (SF) position steady in Q3 2026 at 3,060 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #126.

Winebrenner Capital Management first reported a position in SF in Q4 2024 and has held it in 7 quarters since. The position peaked at $255K in Q4 2025. 19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Winebrenner Capital Management held 3,060 shares of Stifel worth $214K as of Q3 2026.
  • Winebrenner Capital Management left its Stifel share count unchanged in Q3 2026.
  • Stifel made up 0.14% of Winebrenner Capital Management's portfolio in Q3 2026, its #126 holding.
  • Winebrenner Capital Management first reported a position in Stifel in Q4 2024 and has held it in 7 quarters since.
  • Winebrenner Capital Management's Stifel position peaked at $255K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.