A
SF

AlphaQuest’s Stifel SF Stock Holding History

AlphaQuest’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
-24,389
Closed -$2.04M – 1729
2025
Q4 		$2.04M Buy
24,389
+12,620
+107% +$1.01M 0.11% 194
2025
Q3 		$890K Sell
11,769
-7,094
-38% -$531K 0.06% 479
2025
Q2 		$1.31M Sell
18,863
-20,452
-52% -$1.26M 0.13% 211
2025
Q1 		$2.47M Buy
39,315
+32,569
+483% +$2.3M 0.27% 56
2024
Q4 		$477K Buy
6,746
+6,735
+61,227% +$481K 0.06% 503
2024
Q3 		$657 Buy
+11
New +$628 ﹤0.01% 1671
2024
Q2 		– Sell
-11
Closed -$547 – 1857
2024
Q1 		$547 Sell
11
-10,744
-100% -$529K ﹤0.01% 1500
2023
Q4 		$496K Buy
+10,755
New +$442K 0.11% 349

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