Advisornet Financial’s Stifel SF Stock Holding History

Advisornet Financial’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	$739	Sell	10 -1	-9%	-$79	﹤0.01%	2057
2025 Q4	$877	Hold	11	–	–	﹤0.01%	2013
2025 Q3	$794	Hold	11	–	–	﹤0.01%	1997
2025 Q2	$726	Buy	11 +8	+267%	+$491	﹤0.01%	1991
2025 Q1	$189	Sell	3 -2	-40%	-$141	﹤0.01%	2080
2024 Q4	$318	Sell	5 -43	-90%	-$3.07K	﹤0.01%	1841
2024 Q3	$3K	Buy	48 +7	+17%	+$399	﹤0.01%	1685
2024 Q2	$2.27K	Hold	41	–	–	﹤0.01%	1608
2024 Q1	$2.11K	Buy	41 +15	+58%	+$739	﹤0.01%	1588
2023 Q4	$1.18K	Buy	+26	New	+$1.07K	﹤0.01%	1842
2023 Q3	–	Sell	-128	Closed	-$5.07K	–	2402
2023 Q2	$5.07K	Sell	128 -28	-18%	-$1.09K	﹤0.01%	1494
2023 Q1	$6.14K	Sell	156 -29	-16%	-$1.22K	﹤0.01%	1439
2022 Q4	$7.18K	Buy	185 +147	+387%	+$5.82K	﹤0.01%	1377
2022 Q3	$1K	Sell	38 -67	-64%	-$2.64K	﹤0.01%	1816
2022 Q2	$4K	Buy	105 +75	+250%	+$3.11K	﹤0.01%	1576
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	1930
2021 Q4	$1K	Buy	+30	New	+$1.46K	﹤0.01%	1964
2019 Q2	–	Sell	-225	Closed	-$5K	–	1782
2019 Q1	$5K	Buy	+225	New	+$5.1K	﹤0.01%	1328

Other funds holding SF

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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