Position in WFRD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$823,475
+$550,896 QoQ
Shares Held
10,104
+250.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 424 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $297,382,367 across 21 Oil & Gas Equipment & Services names. WFRD ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
3,996,937 | $185,817,597 | |
| 2 | BKR |
Baker Hughes Co
|
1,096,641 | $60,863,575 | |
| 3 | FTI |
TechnipFMC plc
|
136,461 | $9,047,363 | |
| 4 | HAL |
Halliburton Co
|
256,066 | $8,693,438 | |
| 5 | AROC |
Archrock, Inc.
|
156,360 | $6,365,414 | |
| 6 | KGS |
Kodiak Gas Services, Inc.
|
64,698 | $4,860,760 | |
| 7 | WHD |
Cactus, Inc.
|
76,298 | $3,908,745 | |
| 8 | SEI |
Solaris Energy Infrastructure, Inc.
|
44,019 | $3,541,768 |
All Filings in WFRD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,475 | 10,104 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $272,579 | 2,882 | Shares | Defined | 2026-05-12 | |
| 2025-06-30 | $377,828 | 7,510 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $570,093 | 10,646 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $430,925 | 6,016 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $659,657 | 7,768 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,263,291 | 26,650 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,727,258 | 23,629 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,176,637 | 32,471 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $452,462 | 5,009 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||