AM
SF

AGF Management’s Stifel SF Stock Holding History

AGF 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
2026
Q1 		– Sell
-193,223
Closed -$16.1M – 670
2025
Q4 		$16.1M Buy
193,223
+30,954
+19% +$2.47M 0.07% 154
2025
Q3 		$12.3M Hold
162,269
– – 0.05% 196
2025
Q2 		$11.2M Sell
162,269
-6,975
-4% -$428K 0.05% 204
2025
Q1 		$10.6M Sell
169,244
-76,428
-31% -$5.39M 0.06% 190
2024
Q4 		$17.4M Buy
245,672
+5,378
+2% +$384K 0.09% 159
2024
Q3 		$15M Hold
240,294
– – 0.08% 180
2024
Q2 		$13.5M Buy
240,294
+66,489
+38% +$3.52M 0.07% 171
2024
Q1 		$9.06M Hold
173,805
– – 0.05% 220
2023
Q4 		$8.01M Sell
173,805
-4,928
-3% -$203K 0.05% 225
2023
Q3 		$7.32M Buy
178,733
+60
+0% +$2.53K 0.05% 216
2023
Q2 		$7.11M Buy
178,673
+6,000
+3% +$234K 0.05% 216
2023
Q1 		$6.8M Buy
+172,673
New +$7.26M 0.05% 238

Other funds holding SF

BlackRock
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
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