SF β€” STIFEL FINL CORP

Ownership history in Spire Wealth Management  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in STIFEL FINL CORP (SF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Spire Wealth Management Γ— SF AI Analytics

πŸ“ˆ Spire Wealth Management outperformed the S&P 500 by +17.9% annually on this SF position. Average cost basis: $41.86. Maximum drawdown during holding period: –22.8%.

πŸ“ˆ Position Alpha vs SPY
+17.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 17.9% per year on this position.
6 quarters analyzed

πŸ’° Entry Quality
$41.86
+79.2% vs current ($75.02)

Best entry: $41.86 (2022 Q1)  Β·  Worst: $41.86 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–22.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 15 β€” 0% 0.00% $2K $75.02
2025 Q2 UNCHANGED 15 β€” 0% 0.00% $2K $68.34
2023 Q1 UNCHANGED 15 β€” 0% 0.00% $886 $37.16
2022 Q4 UNCHANGED 15 β€” 0% 0.00% $1K $36.51
2022 Q3 UNCHANGED 15 β€” 0% 0.00% $1K $32.31
2022 Q2 REDUCED 15 -30 -66.7% 0.00% $1K $34.69
2022 Q1 INITIATED 45 β€” β€” 0.00% $3K $41.86

🏒 Other funds also holding SF

As of 2025 Q4 β€” sorted by position size

PMC FIG Opportunities LLC 6.18% Access Investment Management LLC 4.34% ALGEBRIS (UK) LTD 3Y 7Y 3.12% TANAKA CAPITAL MANAGEMENT INC 3Y 7Y 2.91% 1492 Capital Management LLC 3Y 7Y 2.57% Channing Capital Management, LLC 3Y 7Y 2.35% EARNEST PARTNERS LLC 3Y 7Y 1.36% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 1.22% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 1.02% GW&K Investment Management, LLC 3Y 7Y 0.97%
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