AWM
SF

Avior Wealth Management’s Stifel SF Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-1,203
Closed -$85.1K – 2039
2024
Q4 		$85.1K Sell
1,203
-11
-0.9% -$785 ﹤0.01% 952
2024
Q3 		$76K Sell
1,214
-10
-0.8% -$570 ﹤0.01% 969
2024
Q2 		$68.7K Sell
1,224
-1,064
-47% -$56.4K ﹤0.01% 986
2024
Q1 		$119K Buy
+2,288
New +$113K 0.01% 890

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's SF Position: Q1 2025 in Review

Avior Wealth Management sold out of Stifel (SF) in Q1 2025, closing a stake of 1,203 shares — an estimated $85.1K sold.

Avior Wealth Management first reported a position in SF in Q1 2024 and held it in 4 quarters. The position peaked at $119K in Q1 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Avior Wealth Management reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,203 Stifel shares in Q1 2025, an estimated $85.1K.
  • Avior Wealth Management first reported a position in Stifel in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Stifel position peaked at $119K in Q1 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.