Ameritas Advisory Services’s Stifel SF Stock Holding History

Ameritas Advisory Services’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	-17	Closed	-$1.14K	–	2792
2025 Q2	$1.14K	Buy	+17	New	+$1.04K	﹤0.01%	2594

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameritas Advisory Services's SF Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Stifel (SF) in Q3 2025, closing a stake of 17 shares — an estimated $1.14K sold.

Ameritas Advisory Services first reported a position in SF in Q2 2025 and held it in 1 quarter. The position peaked at $1.14K in Q2 2025. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

Ameritas Advisory Services reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 17 Stifel shares in Q3 2025, an estimated $1.14K.
Ameritas Advisory Services first reported a position in Stifel in Q2 2025 and held it in 1 quarter.
Ameritas Advisory Services's Stifel position peaked at $1.14K in Q2 2025.
551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.