ALGERT GLOBAL LLC SF STIFEL FINANCIAL CORPCMN COM

Ownership history in ALGERT GLOBAL LLC  ·  18 quarters on record

AI Ownership Summary

ALGERT GLOBAL LLC reported STIFEL FINANCIAL CORPCMN COM (SF) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.38% in 2025 Q4. The latest visible filing shows SF at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALGERT GLOBAL LLC's position in STIFEL FINANCIAL CORPCMN COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SF was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALGERT GLOBAL LLC held SF — position size vs. price
% of Fund (quarterly)    SF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 195,278 +81,336 +71.4% 0.38% $24.5M 2026-02-14 (Est.) $78.97
2025 Q3 ADDED 113,942 +45,740 +67.1% 0.22% $12.9M 2025-11-14 $79.86
2025 Q2 ADDED 68,202 +13,800 +25.4% 0.15% $7.1M 2025-08-14 $76.32
2025 Q1 UNCHANGED 54,402 0% 0.13% $5.1M 2025-05-13 $65.21
2024 Q4 REDUCED 41.3% -10.8% 54,402 -38,283 -41.3% 0.14% $5.8M 2025-02-14 $72.01
2024 Q3 ADDED 92,685 +8,520 +10.1% 0.23% $8.7M 2024-11-12 $75.64
2024 Q2 ADDED 84,165 +12,405 +17.3% 0.24% $7.1M 2024-08-15 $54.99
2024 Q1 UNCHANGED 71,760 0% 0.22% $5.6M 2024-05-15 $54.12
2023 Q4 REDUCED 71,760 -2,940 -3.9% 0.20% $5.0M 2024-02-14 $48.23
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALGERT GLOBAL LLC and SF

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALGERT GLOBAL LLC reported owning SF?

ALGERT GLOBAL LLC reported SF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SF position in ALGERT GLOBAL LLC's portfolio?

The largest reported portfolio weight for SF was 0.38% in 2025 Q4.

What is the latest reported SF position on this page?

The most recent filing on this page is 2025 Q4, when ALGERT GLOBAL LLC reported 195,278 shares, equal to 0.38% of portfolio, with an estimated market value of $24.5M.

What does the chart on this SF ownership page compare?

The chart compares ALGERT GLOBAL LLC's quarterly SF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALGERT GLOBAL LLC time their SF position?

Based on 13F filing dates vs. subsequent SF price moves, ALGERT GLOBAL LLC correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on SF relative to SPY over the holding period was +2.1%.

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