WesMark Small Company Fund SF Holdings History
WesMark Small Company Fund's Stifel Financial Corp Holding Summary
As of 2025-03-31, WesMark Small Company Fund held 31,000.00 shares of Stifel Financial Corp(SF), totaling $2.92 Mil. This investment constitutes 2.31% of their stock portfolio, and WesMark Small Company Fund now holds 0.03% of the outstanding Stifel Financial Corp(SF) stock.
The initial trade took place in 2020Q1. In addition, there have been 3 sales at an average price of $90.90 for 37,311.50 shares. Based on historical transaction data and SF's current price of $103.68, WesMark Small Company Fund's estimated gain on his SF holdings is $4.04 Mil, reflecting a 157.39% gain to date.
WesMark Small Company Fund SF ($103.68) Holding Chart
WesMark Small Company Fund SF ($103.68) 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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