STIFEL FINANCIAL CORP SDHC — SMITH DOUGLAS HOMES CORP

Ownership history in STIFEL FINANCIAL CORP  ·  9 quarters on record

AI Ownership Summary

STIFEL FINANCIAL CORP reported SMITH DOUGLAS HOMES CORP (SDHC) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows SDHC at 0.00% 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 SDHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STIFEL FINANCIAL CORP's position in SMITH DOUGLAS HOMES 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 Q1

SDHC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

SDHC stock page STIFEL FINANCIAL CORP fund profile STIFEL FINANCIAL CORP full holdings
How STIFEL FINANCIAL CORP held SDHC — position size vs. price
% of Fund (quarterly)    SDHC 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)
2026 Q1 ADDED — — — 15,740 +2,583 +19.6% 0.00% $201K 2026-05-12 $11.91
2025 Q4 REDUCED 9.0% -23.7% ✅ 13,157 -1,297 -9.0% 0.00% $221K 2026-02-13 $18.50
2025 Q3 REDUCED 13.7% -2.1% ✅ 14,454 -2,301 -13.7% 0.00% $255K 2025-11-12 $17.68
2025 Q2 REDUCED 15.9% -8.1% ✅ 16,755 -3,166 -15.9% 0.00% $325K 2025-08-14 $20.19
2025 Q1 REDUCED 19.1% -0.5% ✅ 19,921 -4,714 -19.1% 0.00% $389K 2025-05-14 $20.18
2024 Q4 REDUCED 5.5% -23.9% ✅ 24,635 -1,439 -5.5% 0.00% $632K 2025-02-13 $23.52
2024 Q3 ADDED — — — 26,074 +7,310 +39.0% 0.00% $985K 2024-11-14 $30.51
2024 Q2 REDUCED — — — 18,764 -24 -0.1% 0.00% $439K 2024-08-13 $32.56
2024 Q1 INITIATED — — — 18,788 — — 0.00% $558K 2024-05-14 $28.28

🏢 Other funds also holding SDHC

As of 2026 Q1 — sorted by position size

BECK MACK & OLIVER LLC 3Y 7Y 0.22% WASATCH ADVISORS LP 3Y 7Y 0.05% Quent Capital, LLC 3Y 0.03% First Eagle Investment Management, LLC 3Y 7Y 0.01% FEDERATED HERMES, INC. 3Y 7Y 0.01% TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3Y 0.0% WOLFF WIESE MAGANA LLC 3Y 0.0% AlphaQuest LLC 0.0% WELLS FARGO & COMPANY/MN 3Y 7Y 0.0% VANGUARD FIDUCIARY TRUST CO 0.0%

FAQ About STIFEL FINANCIAL CORP and SDHC

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

How long has STIFEL FINANCIAL CORP reported owning SDHC?

STIFEL FINANCIAL CORP reported SDHC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SDHC position in STIFEL FINANCIAL CORP's portfolio?

The largest reported portfolio weight for SDHC was 0.00% in 2024 Q3.

What is the latest reported SDHC position on this page?

The most recent filing on this page is 2026 Q1, when STIFEL FINANCIAL CORP reported 15,740 shares, equal to 0.00% of portfolio, with an estimated market value of $201K.

What does the chart on this SDHC ownership page compare?

The chart compares STIFEL FINANCIAL CORP's quarterly SDHC 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 STIFEL FINANCIAL CORP time their SDHC position?

Based on 13F filing dates vs. subsequent SDHC price moves, STIFEL FINANCIAL CORP correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on SDHC relative to SPY over the holding period was -46.0%.

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