Asset Management One
SF

Asset Management One’s Stifel SF Stock Holding History

Asset Management One’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
Q2 		– Sell
-18,533
Closed -$1.16M – 982
2025
Q1 		$1.16M Buy
+18,533
New +$1.31M ﹤0.01% 767
2023
Q2 		– Sell
-12,738
Closed -$502K – 1027
2023
Q1 		$502K Buy
+12,738
New +$535K ﹤0.01% 872

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Asset Management One's SF Position: Q2 2025 in Review

Asset Management One sold out of Stifel (SF) in Q2 2025, closing a stake of 18,533 shares — an estimated $1.16M sold.

Asset Management One first reported a position in SF in Q1 2023 and held it in 2 quarters. The position peaked at $1.16M in Q1 2025. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Asset Management One reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Asset Management One sold 18,533 Stifel shares in Q2 2025, an estimated $1.16M.
  • Asset Management One first reported a position in Stifel in Q1 2023 and held it in 2 quarters.
  • Asset Management One's Stifel position peaked at $1.16M in Q1 2025.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Asset Management One's 13F filing for Q2 2025, filed 31 Jul 2025.