RMB Small Cap Fund SF Holdings History

Number of Shares
41,675.00
Current Holdings Value*
$3.93 Mil
% of Portfolio
3.13%
Total Estimate Gain
$3.59 Mil
% of Total Estimate Gain
104.93%

RMB Small Cap Fund's Stifel Financial Corp Holding Summary

As of 2025-03-31, RMB INVESTORS TRUST held 41,675.00 shares of Stifel Financial Corp(SF), totaling $3.93 Mil. This investment constitutes 3.13% of their stock portfolio, and RMB INVESTORS TRUST now holds 0.04% of the outstanding Stifel Financial Corp(SF) stock.

The initial trade took place in 2020Q1. And since then RMB Small Cap Fund has made 4 purchases of SF, at an average price of $45.91, for a total of 74,439.00 shares. In addition, there have been 2 sales at an average price of $73.83 for 32,764.00 shares. Based on historical transaction data and SF's current price of $109.99, RMB Small Cap Fund's estimated gain on his SF holdings is $3.59 Mil, reflecting a 104.93% gain to date.

RMB Small Cap Fund SF ($109.99) Holding Chart

RMB Small Cap Fund SF ($109.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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