SEC 13F Intelligence

Access Investment Management LLC / SF

Access Investment Management LLC’s Stifel Finl Corp Position

Does Access Investment Management LLC own Stifel Finl Corp (SF)? Yes — 213.8K shares worth $16M (+4.21% of its 13F portfolio) as of Q1 2026, up from 142.5K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
213.8K
% of Portfolio
+4.21%
Quarters Held
9
currently held

Position History SF

Reported value by quarter
Q4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ2 ’24Q3 ’24: $13MQ4 ’24: $15MQ4 ’24Q2 ’25: $15MQ3 ’25: $16MQ3 ’25Q4 ’25: $16MQ1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026213.8K$16M+4.21%
Q4 2025142.5K$16M+4.34%
Q3 2025142.5K$16M+4.34%
Q2 2025142.5K$15M+4.21%
Q4 2024142.4K$15M+4.38%
Q3 2024142.3K$13M+4.07%
Q2 2024142.3K$12M+3.89%
Q1 2024142.3K$11M+3.67%
Q4 2023142.3K$10M+3.67%

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