Ray Dalio's SF Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 41,281 shares of Stifel Financial Corp. (SF) worth $3.05 M, representing 0.01% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SF, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 83,886 shares. Largest reduction occurred in Q2 2025, reducing 68,042 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Stifel Financial (SF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Stifel Financial (SF) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -35,207 | Reduce 46.03% | 41,281 | $73.92 |
| Q4 2025 | +19,596 | Add 34.44% | 76,488 | $83.48 |
| Q3 2025 | +36,242 | Add 175.51% | 56,892 | $75.65 |
| Q2 2025 | -68,042 | Reduce 76.72% | 20,650 | $69.19 |
| Q1 2025 | +83,886 | Add 1745.44% | 88,692 | $62.84 |
| Q4 2024 | -11,418 | Reduce 70.38% | 4,806 | $70.72 |
| Q3 2024 | -4,722 | Reduce 22.54% | 16,224 | $62.60 |
| Q2 2024 | +20,946 | New Buy | 20,946 | $56.10 |
| Q1 2024 | -19,064 | Sold Out | 0 | $0.00 |
| Q4 2023 | -37,003 | Reduce 66.00% | 19,064 | $46.10 |
| Q3 2023 | +56,067 | New Buy | 56,067 | $40.96 |
Ray Dalio's Stifel Financial Investment FAQs
Ray Dalio first purchased Stifel Financial Corp. (SF) in Q3 2023, acquiring 56,067 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Stifel Financial Corp. (SF) for 11 quarters since Q3 2023.
Ray Dalio's largest addition to Stifel Financial Corp. (SF) was in Q1 2025, adding 88,692 shares worth $5.57 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 41,281 shares of Stifel Financial Corp. (SF), valued at approximately $3.05 M.
As of the Q1 2026 filing, Stifel Financial Corp. (SF) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Stifel Financial Corp. (SF) was 88,692 shares, as reported at the end of Q1 2025.