Arax Advisory Partners’s Stifel SF Stock Holding History

Arax Advisory Partners’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	$178K	Buy	2,404 +1,354	+129%	+$108K	0.01%	1137
2025 Q4	$87.7K	Sell	1,050 -38,085	-97%	-$3.04M	﹤0.01%	1385
2025 Q3	$2.96M	Buy	39,135 +38,338	+4,810%	+$2.87M	0.04%	362
2025 Q2	$55.1K	Buy	797 +524	+192%	+$32.2K	﹤0.01%	1190
2025 Q1	$17.2K	Sell	273 -183	-40%	-$12.9K	﹤0.01%	1364
2024 Q4	$32.2K	Sell	456 -20	-4%	-$1.43K	﹤0.01%	1031
2024 Q3	$29.8K	Buy	476 +111	+30%	+$6.33K	﹤0.01%	928
2024 Q2	$20.4K	Buy	365 +320	+711%	+$17K	﹤0.01%	957
2024 Q1	$2.33K	Hold	45	–	–	﹤0.01%	1015
2023 Q4	$2.05K	Hold	45	–	–	﹤0.01%	1012
2023 Q3	$1.82K	Hold	45	–	–	﹤0.01%	1027
2023 Q2	$1.77K	Hold	45	–	–	﹤0.01%	1022
2023 Q1	$1.75K	Buy	45 +1	+2%	+$42	﹤0.01%	1007
2022 Q4	$1.72K	Hold	44	–	–	﹤0.01%	968
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	988
2022 Q2	$2K	Hold	44	–	–	﹤0.01%	963
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	965
2021 Q4	$2K	Buy	44 +30	+214%	+$1.46K	﹤0.01%	925
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	940
2021 Q2	$1K	Buy	+14	New	+$628	﹤0.01%	899

Other funds holding SF

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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