BIA
SF

Bell Investment Advisors’s Stifel SF Stock Holding History

Bell Investment Advisors’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 		$6.73K Sell
91
-68
-43% -$5.4K ﹤0.01% 837
2025
Q4 		$13.3K Buy
159
+73
+85% +$5.83K ﹤0.01% 585
2025
Q3 		$6.47K Hold
86
– – ﹤0.01% 810
2025
Q2 		$5.92K Buy
86
+20
+30% +$1.23K ﹤0.01% 909
2025
Q1 		$4.15K Hold
66
– – ﹤0.01% 1006
2024
Q4 		$4.67K Sell
66
-8
-11% -$571 ﹤0.01% 957
2024
Q3 		$4.6K Sell
74
-12
-14% -$685 ﹤0.01% 970
2024
Q2 		$4.8K Hold
86
– – ﹤0.01% 940
2024
Q1 		$4.46K Hold
86
– – ﹤0.01% 988
2023
Q4 		$3.94K Buy
86
+38
+79% +$1.56K ﹤0.01% 997
2023
Q3 		$1.97K Buy
48
+30
+167% +$1.26K ﹤0.01% 1272
2023
Q2 		$717 Sell
18
-24
-57% -$936 ﹤0.01% 1681
2023
Q1 		$1.66K Sell
42
-59
-58% -$2.48K ﹤0.01% 1355
2022
Q4 		$3.91K Buy
101
+3
+3% +$119 ﹤0.01% 934
2022
Q3 		$3K Buy
98
+30
+44% +$1.18K ﹤0.01% 972
2022
Q2 		$3K Buy
+68
New +$2.82K ﹤0.01% 1012
2021
Q4 		$1K Hold
32
– – ﹤0.01% 1593
2021
Q3 		$1K Buy
+32
New +$1.43K ﹤0.01% 1552

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