AF
SF

Allworth Financial’s Stifel SF Stock Holding History

Allworth 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 		$512K Buy
6,928
+3,131
+82% +$249K ﹤0.01% 944
2025
Q4 		$317K Buy
3,797
+2,174
+134% +$174K ﹤0.01% 1126
2025
Q3 		$123K Buy
1,623
+897
+124% +$67.2K ﹤0.01% 1564
2025
Q2 		$50.2K Buy
726
+220
+43% +$13.5K ﹤0.01% 1939
2025
Q1 		$28.9K Buy
506
+204
+68% +$14.4K ﹤0.01% 1851
2024
Q4 		$23.1K Buy
302
+23
+8% +$1.64K ﹤0.01% 2005
2024
Q3 		$17.5K Buy
279
+6
+2% +$342 ﹤0.01% 2002
2024
Q2 		$15.1K Buy
273
+3
+1% +$159 ﹤0.01% 2045
2024
Q1 		$14.1K Sell
270
-35
-11% -$1.72K ﹤0.01% 1962
2023
Q4 		$14K Buy
305
+62
+26% +$2.55K ﹤0.01% 1843
2023
Q3 		$9.95K Buy
243
+34
+16% +$1.43K ﹤0.01% 1844
2023
Q2 		$8.29K Sell
209
-180
-46% -$7.02K ﹤0.01% 1919
2023
Q1 		$15.3K Buy
389
+236
+154% +$9.92K ﹤0.01% 1603
2022
Q4 		$5.95K Buy
153
+127
+488% +$5.03K ﹤0.01% 1838
2022
Q3 		$1K Sell
26
-288
-92% -$11.3K ﹤0.01% 2491
2022
Q2 		$12K Buy
314
+276
+726% +$11.5K ﹤0.01% 1505
2022
Q1 		$2K Sell
38
-417
-92% -$20K ﹤0.01% 1824
2021
Q4 		$21K Buy
455
+179
+65% +$8.69K ﹤0.01% 1106
2021
Q3 		$13K Buy
+276
New +$12.3K ﹤0.01% 1194

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