AC
SF

AXQ Capital’s Stifel SF Stock Holding History

AXQ Capital’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 		$1.75M Buy
23,736
+18,754
+376% +$1.49M 0.23% 135
2025
Q4 		$416K Sell
4,982
-492
-9% -$39.3K 0.09% 332
2025
Q3 		$414K Buy
+5,474
New +$410K 0.16% 236
2025
Q2 		– Sell
-16,566
Closed -$1.04M – 760
2025
Q1 		$1.04M Buy
+16,566
New +$1.17M 0.42% 53
2024
Q4 		– Sell
-6,279
Closed -$393K – 605
2024
Q3 		$393K Buy
+6,279
New +$358K 0.12% 296
2024
Q1 		– Sell
-6,908
Closed -$318K – 856
2023
Q4 		$318K Sell
6,908
-2,476
-26% -$102K 0.08% 369
2023
Q3 		$384K Buy
+9,384
New +$395K 0.14% 263

Other funds holding SF

BlackRock
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
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