SEC 13F Intelligence

Chase Investment Counsel Corp / SF

Chase Investment Counsel Corp’s Stifel Finl Corp Position

Does Chase Investment Counsel Corp own Stifel Finl Corp (SF)? Not currently — the last reported position was 40.3K shares worth $4M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q1 2025
Shares
40.3K
% of Portfolio
+1.39%
Quarters Held
4
position exited

Position History SF

Reported value by quarter
Q2 ’24: $3MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202540.3K$4M+1.39%
Q4 202441.6K$4M+1.42%
Q3 202442.0K$4M+1.31%
Q2 202440.9K$3M+1.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chase Investment Counsel Corp’s full portfolio or all institutional holders of SF.