SEC 13F Intelligence

Phase 2 Partners, LLC / SF

Phase 2 Partners, LLC’s Stifel Finl Corp Position

Does Phase 2 Partners, LLC own Stifel Finl Corp (SF)? Not currently — the last reported position was 144.1K shares worth $7M in Q3 2022; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$7M
Q3 2022
Shares
144.1K
% of Portfolio
+3.55%
Quarters Held
1
position exited

Position History SF

Reported value by quarter
Q3 ’22: $7MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022144.1K$7M+3.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phase 2 Partners, LLC’s full portfolio or all institutional holders of SF.