ACM
SF

Aquatic Capital Management’s Stifel SF Stock Holding History

Aquatic Capital 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 		$2.97M Buy
40,177
+28,385
+241% +$2.25M 0.09% 288
2025
Q4 		$984K Sell
11,792
-39,051
-77% -$3.12M 0.03% 553
2025
Q3 		$3.85M Buy
50,843
+36,767
+261% +$2.75M 0.07% 328
2025
Q2 		$974K Sell
14,076
-38,589
-73% -$2.37M 0.02% 652
2025
Q1 		$3.31M Buy
+52,665
New +$3.71M 0.08% 297
2024
Q2 		– Sell
-23,850
Closed -$1.24M – 1559
2024
Q1 		$1.24M Sell
23,850
-21,150
-47% -$1.04M 0.04% 347
2023
Q4 		$2.07M Buy
45,000
+37,650
+512% +$1.55M 0.05% 323
2023
Q3 		$301K Buy
7,350
+2,100
+40% +$88.4K 0.01% 589
2023
Q2 		$209K Sell
5,250
-18,450
-78% -$720K 0.01% 653
2023
Q1 		$934K Buy
23,700
+16,350
+222% +$687K 0.06% 289
2022
Q4 		$286K Sell
7,350
-2,550
-26% -$101K 0.02% 664
2022
Q3 		$343K Buy
+9,900
New +$390K 0.03% 494
2022
Q2 		– Sell
-300
Closed -$14K – 1538
2022
Q1 		$14K Buy
+300
New +$14.4K 0.02% 588

Other funds holding SF

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
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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