Ken Fisher's SF Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1.69 M shares of Stifel Financial Corp. (SF) worth $124.76 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in SF, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 1.59 M shares. Largest reduction occurred in Q4 2019, reducing 1.01 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Stifel Financial (SF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Stifel Financial (SF) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -109,241 | Reduce 6.08% | 1.69 M | $73.92 |
| Q4 2025 | -69,100 | Reduce 3.70% | 1.8 M | $83.48 |
| Q3 2025 | -38,623 | Reduce 2.03% | 1.87 M | $75.65 |
| Q2 2025 | -181,035 | Reduce 8.68% | 1.9 M | $69.19 |
| Q1 2025 | -225,066 | Reduce 9.74% | 2.09 M | $62.84 |
| Q4 2024 | +114,244 | Add 5.20% | 2.31 M | $70.72 |
| Q3 2024 | +97,670 | Add 4.65% | 2.2 M | $62.60 |
| Q2 2024 | +21,099 | Add 1.02% | 2.1 M | $56.10 |
| Q1 2024 | -29,259 | Reduce 1.39% | 2.08 M | $52.11 |
| Q4 2023 | -350,604 | Reduce 14.27% | 2.11 M | $46.10 |
| Q3 2023 | -70,242 | Reduce 2.78% | 2.46 M | $40.96 |
| Q2 2023 | +1,311 | Add 0.05% | 2.53 M | $39.78 |
| Q1 2023 | -160,027 | Reduce 5.96% | 2.53 M | $39.39 |
| Q4 2022 | -94,322 | Reduce 3.39% | 2.69 M | $38.91 |
| Q3 2022 | -48,012 | Reduce 1.70% | 2.78 M | $34.61 |
| Q2 2022 | +82,664 | Add 3.01% | 2.83 M | $37.35 |
| Q1 2022 | -26,873 | Reduce 0.97% | 2.75 M | $45.27 |
| Q4 2021 | -33,912 | Reduce 1.21% | 2.77 M | $46.95 |
| Q3 2021 | +28,275 | Add 1.02% | 2.81 M | $45.31 |
| Q2 2021 | -78,242 | Reduce 2.74% | 2.78 M | $43.24 |
| Q1 2021 | -111,499 | Reduce 3.76% | 2.86 M | $42.71 |
| Q4 2020 | +221,841 | Add 8.08% | 2.97 M | $33.64 |
| Q3 2020 | -14,994 | Reduce 0.54% | 2.75 M | $22.47 |
| Q2 2020 | +57,708 | Add 2.13% | 2.76 M | $21.08 |
| Q1 2020 | -320,198 | Reduce 10.59% | 2.7 M | $18.35 |
| Q4 2019 | -1.01 M | Reduce 25.05% | 3.02 M | $26.96 |
| Q3 2019 | -53,539 | Reduce 1.31% | 4.04 M | $25.50 |
| Q2 2019 | -74,862 | Reduce 1.80% | 4.09 M | $26.25 |
| Q1 2019 | -289,503 | Reduce 6.50% | 4.16 M | $23.45 |
| Q4 2018 | +50,558 | Add 1.15% | 4.45 M | $18.41 |
| Q3 2018 | +21,337 | Add 0.49% | 4.4 M | $22.78 |
| Q2 2018 | -77,454 | Reduce 1.74% | 4.38 M | $23.22 |
| Q1 2018 | -138,006 | Reduce 3.00% | 4.46 M | $26.32 |
| Q4 2017 | -80,046 | Reduce 1.71% | 4.6 M | $26.47 |
| Q3 2017 | +67,277 | Add 1.46% | 4.68 M | $23.76 |
| Q2 2017 | -103,651 | Reduce 2.20% | 4.61 M | $20.44 |
| Q1 2017 | -223,013 | Reduce 4.52% | 4.71 M | $22.31 |
| Q4 2016 | -67,795 | Reduce 1.35% | 4.94 M | $22.20 |
| Q3 2016 | +150,660 | Add 3.10% | 5 M | $17.09 |
| Q2 2016 | +216,709 | Add 4.67% | 4.85 M | $13.88 |
| Q1 2016 | +1.59 M | Add 52.34% | 4.64 M | $13.68 |
| Q4 2015 | +16,985 | Add 0.56% | 3.04 M | $18.83 |
| Q3 2015 | -2,956 | Reduce 0.10% | 3.03 M | $18.71 |
| Q2 2015 | +434,756 | Add 16.75% | 3.03 M | $25.66 |
| Q1 2015 | -3,735 | Reduce 0.14% | 2.59 M | $24.78 |
| Q4 2014 | +68,006 | Add 2.69% | 2.6 M | $22.68 |
| Q3 2014 | +127,001 | Add 5.28% | 2.53 M | $20.84 |
| Q2 2014 | +12,155 | Add 0.51% | 2.4 M | $21.04 |
| Q1 2014 | -24,075 | Reduce 1.00% | 2.39 M | $22.12 |
| Q4 2013 | +82,012 | Add 3.51% | 2.42 M | $21.30 |
| Q3 2013 | +142,594 | Add 6.51% | 2.33 M | $18.32 |
| Q2 2013 | +2.19 M | Add 0.00% | 2.19 M | $15.85 |
Ken Fisher's Stifel Financial Investment FAQs
Ken Fisher first purchased Stifel Financial Corp. (SF) in Q2 2013, acquiring 2,190,906 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Stifel Financial Corp. (SF) for 52 quarters since Q2 2013.
Ken Fisher's largest addition to Stifel Financial Corp. (SF) was in Q2 2013, adding 2,190,906 shares worth $34.73 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,687,811 shares of Stifel Financial Corp. (SF), valued at approximately $124.76 M.
As of the Q1 2026 filing, Stifel Financial Corp. (SF) represents approximately 0.04% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Stifel Financial Corp. (SF) was 5,003,982 shares, as reported at the end of Q3 2016.