Stifel Financial Corp
· Exited
Change
−17K
Δ Own
−100.0%
Date
Q1 2026
SM
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Stifel Financial Corp
· Exited
Change
−17K
Δ Own
−100.0%
Date
Q1 2026
|
Stifel Financial Corp | Exited· Q1 2026 | – | −17K | −100.0% | Q1 2026 | |||||
|
Thompson Davis & Co., Inc.
· Added
Change
+7K
Date
Q1 2026
|
Thompson Davis & Co., Inc. | Added· Q1 2026 | – | +7K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· New
Change
+6K
Date
Q1 2026
|
Citadel Advisors LLC | New· Q1 2026 | – | +6K | – | Q1 2026 | |||||
|
Hrt Financial LP
· Exited
Change
−6K
Δ Own
−100.0%
Date
Q1 2026
|
Hrt Financial LP | Exited· Q1 2026 | – | −6K | −100.0% | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−5K
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −5K | – | Q1 2026 | |||||
|
Dimensional
· Added
Change
+4K
Date
Q1 2026
|
Dimensional | Added· Q1 2026 | – | +4K | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
Change
−4K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | – | −4K | – | Q1 2026 | |||||
|
Bank of America Corp
· Exited
Change
−3K
Δ Own
−100.0%
Date
Q1 2026
|
Bank of America Corp | Exited· Q1 2026 | – | −3K | −100.0% | Q1 2026 | |||||
|
Los Angeles Capital Management LLC
· Reduced
Change
−3K
Date
Q1 2026
|
Los Angeles Capital Management LLC | Reduced· Q1 2026 | – | −3K | – | Q1 2026 | |||||
|
Geode
· Reduced
Change
−2K
Date
Q1 2026
|
Geode | Reduced· Q1 2026 | – | −2K | – | Q1 2026 | |||||
|
Wells Fargo & Company
· Reduced
Change
−2K
Date
Q1 2026
|
Wells Fargo & Company | Reduced· Q1 2026 | – | −2K | – | Q1 2026 | |||||
|
Deutsche Bank AG
· Added
Change
+2K
Date
Q1 2026
|
Deutsche Bank AG | Added· Q1 2026 | – | +2K | – | Q1 2026 | |||||
|
Vanguard
· Added
Change
+2K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +2K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
Change
−1K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −1K | – | Q1 2026 | |||||
|
Schwab
· Reduced
Change
−1K
Date
Q1 2026
|
Schwab | Reduced· Q1 2026 | – | −1K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hunter Dominic L.
· Officer
Grant (A)
408
|
Hunter Dominic L. | Officer | Grant (A) | – | 408 | – | 408 | – | Jan 5, 2026 | Jan 7, 2026 | |||||||||
|
Bruner James Russell
· Director
Grant (A)
414
|
Bruner James Russell | Director | Grant (A) | – | 414 | – | 7K | – | Dec 19, 2025 | Jan 5, 2026 | |||||||||
|
Van de Water Read
· Director
Grant (A)
414
|
Van de Water Read | Director | Grant (A) | – | 414 | – | 414 | – | Dec 19, 2025 | Dec 30, 2025 | |||||||||
|
Gerhardt Richard
· Director
Grant (A)
414
|
Gerhardt Richard | Director | Grant (A) | – | 414 | – | 7K | – | Dec 19, 2025 | Dec 23, 2025 | |||||||||
|
Gerhardt Richard
· Director
Sell
−$22K
|
Gerhardt Richard | Director | Sell | $33.26 | −666 | −$22K | 5K | – | Nov 24, 2025 | Nov 25, 2025 | |||||||||
|
Smith Rodney I.
· 10% Owner
Sell
−$565K
|
Smith Rodney I. | 10% Owner | Sell | $41.36 | −14K | −$565K | 534K | – | Aug 22, 2025 | Aug 25, 2025 | |||||||||
|
Smith Rodney I.
· 10% Owner
Sell
−$52K
|
Smith Rodney I. | 10% Owner | Sell | $40.00 | −1K | −$52K | 548K | – | Aug 21, 2025 | Aug 21, 2025 | |||||||||
|
Bruner James Russell
· Director
Sell
−$234K
|
Bruner James Russell | Director | Sell | $39.06 | −6K | −$234K | 7K | – | Aug 20, 2025 | Aug 21, 2025 | |||||||||
|
Smith Rodney I.
· 10% Owner
Sell
−$2K
|
Smith Rodney I. | 10% Owner | Sell | $42.76 | −54 | −$2K | 549K | – | Aug 19, 2025 | Aug 21, 2025 | |||||||||
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45 reporting institutions disclosed SMID position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.