Bank of New Hampshire SF — Stifel Financial Corp.

Ownership history in Bank of New Hampshire  ·  7 quarters on record

AI Ownership Summary

Bank of New Hampshire reported Stifel Financial Corp. (SF) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.28% in 2025 Q4. The latest visible filing shows SF at 0.22% 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.

What this SF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank of New Hampshire's position in Stifel Financial Corp., 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
2026 Q3

SF was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% 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
2025 Q1 to 2026 Q3

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 Bank of New Hampshire 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 14,512 -700 -4.6% 0.22% $1.0M 2026-10-06 $70.12
2026 Q2 ADDED — — — 15,212 +251 +1.7% 0.22% $1.1M 2026-07-14 $76.02
2026 Q1 ADDED — — — 14,961 +4,951 +49.5% 0.25% $1.1M 2026-04-13 $78.87
2025 Q4 ADDED — — — 10,010 +157 +1.6% 0.28% $1.3M 2026-03-16 $69.20
2025 Q3 ADDED — — — 9,853 +214 +2.2% 0.26% $1.1M 2025-10-02 $73.43
2025 Q2 ADDED — — — 9,639 +100 +1.0% 0.25% $1.0M 2025-07-09 $70.80
2025 Q1 INITIATED — — — 9,539 — — 0.24% $899K 2025-04-14 $54.76

FAQ About Bank of New Hampshire and SF

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

How long has Bank of New Hampshire reported owning SF?

Bank of New Hampshire reported SF across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported SF position in Bank of New Hampshire's portfolio?

The largest reported portfolio weight for SF was 0.28% in 2025 Q4.

What is the latest reported SF position on this page?

The most recent filing on this page is 2026 Q3, when Bank of New Hampshire reported 14,512 shares, equal to 0.22% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SF ownership page compare?

The chart compares Bank of New Hampshire'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 Bank of New Hampshire time their SF position?

Based on 13F filing dates vs. subsequent SF price moves, Bank of New Hampshire correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on SF relative to SPY over the holding period was -8.9%.

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