AAM
SF

Advisors Asset Management’s Stifel SF Stock Holding History

Advisors Asset Management’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
2025
Q3 		– Sell
-1,830
Closed -$127K – 1510
2025
Q2 		$127K Sell
1,830
-3,134
-63% -$192K ﹤0.01% 1175
2025
Q1 		$312K Sell
4,964
-118
-2% -$8.32K 0.01% 1038
2024
Q4 		$359K Buy
5,082
+34
+0.7% +$2.43K 0.01% 1002
2024
Q3 		$316K Buy
5,048
+71
+1% +$4.05K 0.01% 1034
2024
Q2 		$279K Buy
4,977
+2,167
+77% +$115K 0.01% 1037
2024
Q1 		$146K Buy
+2,810
New +$138K ﹤0.01% 1181
2019
Q3 		– Sell
-1,438
Closed -$38K – 1589
2019
Q2 		$38K Sell
1,438
-1,827
-56% -$46.5K ﹤0.01% 1417
2019
Q1 		$77K Sell
3,265
-119
-4% -$2.69K ﹤0.01% 1563
2018
Q4 		$62K Sell
3,384
-151
-4% -$3.13K ﹤0.01% 1406
2018
Q3 		$81K Buy
3,535
+441
+14% +$10.6K ﹤0.01% 1384
2018
Q2 		$72K Sell
3,094
-11,207
-78% -$292K ﹤0.01% 1379
2018
Q1 		$380K Buy
+14,301
New +$405K 0.01% 1114
2017
Q1 		– Sell
-3,600
Closed -$80K – 1721
2016
Q4 		$80K Hold
3,600
– – ﹤0.01% 1569
2016
Q3 		$62K Sell
3,600
-450
-11% -$7.23K ﹤0.01% 1628
2016
Q2 		$57K Hold
4,050
– – ﹤0.01% 1642
2016
Q1 		$53K Hold
4,050
– – ﹤0.01% 1607
2015
Q4 		$76K Hold
4,050
– – ﹤0.01% 1616
2015
Q3 		$76K Sell
4,050
-225
-5% -$5.09K ﹤0.01% 1597
2015
Q2 		$110K Sell
4,275
-225
-5% -$5.54K ﹤0.01% 1525
2015
Q1 		$112K Buy
+4,500
New +$104K ﹤0.01% 1488

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisors Asset Management's SF Position: Q3 2025 in Review

Advisors Asset Management sold out of Stifel (SF) in Q3 2025, closing a stake of 1,830 shares — an estimated $127K sold.

Advisors Asset Management first reported a position in SF in Q1 2015 and held it in 20 quarters. The position peaked at $380K in Q1 2018. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Advisors Asset Management reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • Advisors Asset Management sold 1,830 Stifel shares in Q3 2025, an estimated $127K.
  • Advisors Asset Management first reported a position in Stifel in Q1 2015 and held it in 20 quarters.
  • Advisors Asset Management's Stifel position peaked at $380K in Q1 2018.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Advisors Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.