Avalon Trust’s Stifel SF Stock Holding History

Avalon Trust’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 Q1	–	Sell	-56	Closed	-$3.92K	–	496
2024 Q4	$3.92K	Buy	+56	New	+$4K	﹤0.01%	380

Other funds holding SF

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avalon Trust's SF Position: Q1 2025 in Review

Avalon Trust sold out of Stifel (SF) in Q1 2025, closing a stake of 56 shares — an estimated $3.92K sold.

Avalon Trust first reported a position in SF in Q4 2024 and held it in 1 quarter. The position peaked at $3.92K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

Avalon Trust reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
Avalon Trust sold 56 Stifel shares in Q1 2025, an estimated $3.92K.
Avalon Trust first reported a position in Stifel in Q4 2024 and held it in 1 quarter.
Avalon Trust's Stifel position peaked at $3.92K in Q4 2024.
521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Avalon Trust's 13F filing for Q1 2025, filed 9 May 2025.