AGWCA
SF

Annis Gardner Whiting Capital Advisors’s Stifel SF Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$15.9K Sell
215
-1
-0.5% -$79 ﹤0.01% 787
2025
Q4 		$18K Hold
216
– – ﹤0.01% 676
2025
Q3 		$16.3K Buy
216
+115
+114% +$8.61K ﹤0.01% 640
2025
Q2 		$6.95K Hold
101
– – ﹤0.01% 796
2025
Q1 		$6.32K Hold
101
– – ﹤0.01% 601
2024
Q4 		$7.11K Hold
101
– – ﹤0.01% 576
2024
Q3 		$6.29K Sell
101
-49
-33% -$2.79K ﹤0.01% 612
2024
Q2 		$8.41K Hold
150
– – ﹤0.01% 708
2024
Q1 		$7.82K Hold
150
– – ﹤0.01% 703
2023
Q4 		$6.92K Hold
150
– – ﹤0.01% 510
2023
Q3 		$6.14K Buy
+150
New +$6.32K ﹤0.01% 509

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