Position in SFM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$760,034
-$46,513 QoQ
Shares Held
8,986
-14.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 637 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $36,639,362 across 3 Grocery Stores names. SFM ranks #2 (2.1% of the industry book) .
All Filings in SFM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,034 | 8,986 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $806,547 | 10,457 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $645,725 | 8,105 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,192,773 | 10,963 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $11,805,016 | 71,702 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,231,403 | 73,581 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,821,619 | 77,293 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,947,642 | 71,983 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,187,361 | 38,099 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,393,303 | 37,117 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,916,124 | 39,828 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,631,364 | 38,116 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,345,088 | 36,621 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $370,020 | 10,563 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $403,943 | 12,479 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $338,966 | 12,215 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $609,678 | 24,079 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $839,218 | 26,242 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $918,714 | 30,954 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $492,987 | 21,277 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $415,268 | 16,711 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $383,354 | 14,401 | Shares | Defined | 2021-05-14 | |
| 2020-06-30 | $303,036 | 11,842 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $386,876 | 20,811 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||