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HOTCHKIS & WILEY’s SF Holdings & Trades

First Buy
Q4 2018
Duration Held
30 Quarters
Largest Add
Q4 2018
+1.6 M Shares
Current Position
571,756 Shares
$42.26 M Value

HOTCHKIS & WILEY's SF Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 571,756 shares of Stifel Financial Corp. (SF) worth $42.26 M, representing 0.13% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 30 quarters.

Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in SF, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 854,167 shares. Largest reduction occurred in Q2 2019, reducing 909,877 shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's Stifel Financial (SF) Holding Value Over Time

Track share changes against reported price movement

Quarterly Stifel Financial (SF) Trades by HOTCHKIS & WILEY

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -49,392 Reduce 7.95% 571,756 $73.92
Q4 2025 -74,190 Reduce 10.67% 621,148 $83.48
Q3 2025 -16,500 Reduce 2.32% 695,339 $75.65
Q2 2025 +105,495 Add 17.40% 711,839 $69.19
Q1 2025 -8,212 Reduce 1.34% 606,344 $62.84
Q4 2024 -91,605 Reduce 12.97% 614,556 $70.72
Q3 2024 -69,465 Reduce 8.96% 706,161 $62.60
Q2 2024 -450 Reduce 0.06% 775,626 $56.10
Q1 2024 -47,273 Reduce 5.74% 776,076 $52.11
Q4 2023 -55,995 Reduce 6.37% 823,349 $46.10
Q2 2023 -8,250 Reduce 0.93% 879,344 $39.78
Q1 2023 +198,150 Add 28.74% 887,594 $39.39
Q4 2022 -5,910 Reduce 0.85% 689,444 $38.91
Q2 2022 +52,050 Add 8.09% 695,354 $37.35
Q1 2022 +58,650 Add 10.03% 643,304 $45.27
Q4 2021 -5,850 Reduce 0.99% 584,654 $46.95
Q2 2021 -182,670 Reduce 23.63% 590,504 $43.24
Q1 2021 -420,562 Reduce 35.23% 773,174 $42.71
Q4 2020 -146,207 Reduce 10.91% 1.19 M $33.64
Q3 2020 -64,102 Reduce 4.57% 1.34 M $22.47
Q2 2020 -154,485 Reduce 9.91% 1.4 M $21.08
Q1 2020 +173,317 Add 12.51% 1.56 M $18.35
Q4 2019 -151,042 Reduce 9.83% 1.39 M $26.96
Q3 2019 -4,343 Reduce 0.28% 1.54 M $25.50
Q2 2019 -909,877 Reduce 37.13% 1.54 M $26.25
Q1 2019 +854,167 Add 53.51% 2.45 M $23.45
Q4 2018 +1.6 M New Buy 1.6 M $18.41

HOTCHKIS & WILEY's Stifel Financial Investment FAQs

HOTCHKIS & WILEY first purchased Stifel Financial Corp. (SF) in Q4 2018, acquiring 1,596,308 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held Stifel Financial Corp. (SF) for 30 quarters since Q4 2018.

HOTCHKIS & WILEY's largest addition to Stifel Financial Corp. (SF) was in Q4 2018, adding 1,596,308 shares worth $29.39 M.

According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 571,756 shares of Stifel Financial Corp. (SF), valued at approximately $42.26 M.

As of the Q1 2026 filing, Stifel Financial Corp. (SF) represents approximately 0.13% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.

HOTCHKIS & WILEY's peak holding in Stifel Financial Corp. (SF) was 2,450,475 shares, as reported at the end of Q1 2019.