BWCS
SF

Beirne Wealth Consulting Services’s Stifel SF Stock Holding History

Beirne Wealth Consulting Services’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
Q4 		– Sell
-4,625
Closed -$350K – 209
2025
Q3 		$350K Buy
+4,625
New +$346K 0.08% 136

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $113B AUM 38.87% 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

Beirne Wealth Consulting Services's SF Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Stifel (SF) in Q4 2025, closing a stake of 4,625 shares — an estimated $350K sold.

Beirne Wealth Consulting Services first reported a position in SF in Q3 2025 and held it in 1 quarter. The position peaked at $350K in Q3 2025. 627 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 4,625 Stifel shares in Q4 2025, an estimated $350K.
  • Beirne Wealth Consulting Services first reported a position in Stifel in Q3 2025 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Stifel position peaked at $350K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.