AA
SF

Addison Advisors’s Stifel SF Stock Holding History

Addison Advisors’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07K Sell
28
-1
-3% -$79 ﹤0.01% 829
2025
Q4 		$2.38K Buy
+29
New +$2.32K ﹤0.01% 775
2025
Q2 		– Sell
-41
Closed -$2.55K – 922
2025
Q1 		$2.55K Buy
41
+12
+41% +$846 ﹤0.01% 728
2024
Q4 		$2.02K Buy
+29
New +$2.07K ﹤0.01% 745

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Addison Advisors's SF Position: Q1 2026 in Review

Addison Advisors reduced its Stifel (SF) stake by 3.4% in Q1 2026, selling an estimated $79 and leaving 28 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Addison Advisors first reported a position in SF in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.55K in Q1 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Addison Advisors held 28 shares of Stifel worth $2.07K as of Q1 2026.
  • Addison Advisors sold 1 Stifel share in Q1 2026, an estimated $79.
  • Stifel made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #829 holding.
  • Addison Advisors first reported a position in Stifel in Q4 2024 and has held it in 4 quarters since.
  • Addison Advisors's Stifel position peaked at $2.55K in Q1 2025.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.