$SF is held by 17 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.48%, with an average of 0.34% of portfolio. Largest holder: PMC FIG Opportunities LLC at 3.48%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
STIFEL FINL CORP
13F holders
617
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 617 · Source: 13F-HR01
Axa S.a.
—
—
02
Metlife Inc.
—
—
03
State Street
—
—
04
Envestnet Asset Management Inc.
—
—
05
Marshall & Sullivan Inc.
—
—
06
Staley Capital Advisers Inc.
—
—
07
Coldstream Capital Management Inc.
—
—
08
Citizens Financial Group INC
—
—
09
Banyan Capital Management, Inc.
—
—
10
Traub Capital Management LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
17 holders · Q1 202601
PMC FIG Opportunities LLC
3.48% ↓ 2.7pp
α +12.0pts
02
Beverly Hills Private Wealth, LLC
0.76% NEW
α +10.4pts
03
WINTON GROUP Ltd
0.66% NEW
α +27.0pts
04
New Age Alpha Advisors, LLC
0.28% held
α +10.8pts
05
Voloridge Investment Management, LLC
0.14% NEW
α +15.5pts
06
Tributary Capital Management, LLC
0.11% NEW
α +40.6pts
07
Aigen Investment Management, LP
0.11% NEW
α +50.5pts
08
Impact Partnership Wealth, LLC
0.10% held
α +10.3pts
09
Wellington Management Group LLP
0.05% held
α +10.5pts
10
Connor, Clark & Lunn Investment Management Ltd.
0.02% held
α +12.3pts
11
Fulton Bank, N.a.
0.01% held
α +23.8pts
12
Johnson Financial Group, Inc.
0.01% held
α +14.7pts
13
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
14
Citigroup Inc.
0.00% held
α +26.3pts
15
Principal Securities, Inc.
0.00% held
α +21.3pts
16
JTC Employer Solutions Trustee Ltd
0.00% held
α +22.6pts
17
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SF in the recent window.
Congress trades · last 90 days
16 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SF lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SF — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:46 UTC.