Benjamin F. Edwards & Company’s Stifel SF Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$32K	Hold	563	–	–	﹤0.01%	1439
2024 Q1	$29K	Hold	563	–	–	﹤0.01%	1435
2023 Q4	$26K	Hold	563	–	–	﹤0.01%	1420
2023 Q3	$23K	Hold	563	–	–	﹤0.01%	1235
2023 Q2	$22K	Hold	563	–	–	﹤0.01%	1256
2023 Q1	$22K	Hold	563	–	–	﹤0.01%	1260
2022 Q4	$22K	Hold	563	–	–	﹤0.01%	1263
2022 Q3	$19K	Buy	563 +503	+838%	+$19.8K	﹤0.01%	1276
2022 Q2	$2K	Buy	+60	New	+$2.49K	﹤0.01%	1714
2021 Q3	–	Sell	-302	Closed	-$13K	–	1766
2021 Q2	$13K	Buy	302 +2	+0.7%	+$90	﹤0.01%	1324
2021 Q1	$13K	Hold	300	–	–	﹤0.01%	1302
2020 Q4	$10K	Sell	300 -262	-47%	-$7.78K	﹤0.01%	1282
2020 Q3	$13K	Hold	562	–	–	﹤0.01%	1214
2020 Q2	$12K	Hold	562	–	–	﹤0.01%	1247
2020 Q1	$10K	Hold	562	–	–	﹤0.01%	1256
2019 Q4	$15K	Hold	562	–	–	﹤0.01%	1318
2019 Q3	$14K	Hold	562	–	–	﹤0.01%	1308
2019 Q2	$15K	Hold	562	–	–	﹤0.01%	1290
2019 Q1	$13K	Buy	562 +112	+25%	+$2.54K	﹤0.01%	1257
2018 Q4	$8K	Buy	+450	New	+$9.32K	﹤0.01%	1353
2016 Q2	–	Sell	-562	Closed	-$7K	–	1130
2016 Q1	$7K	Buy	+562	New	+$7.98K	﹤0.01%	871

Other funds holding SF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benjamin F. Edwards & Company's SF Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Stifel (SF) position steady in Q2 2024 at 563 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Benjamin F. Edwards & Company first reported a position in SF in Q1 2016 and has held it in 21 quarters since. 436 funds tracked by Wall St. Rank hold SF as of Q2 2024.

Benjamin F. Edwards & Company held 563 shares of Stifel worth $32K as of Q2 2024.
Benjamin F. Edwards & Company left its Stifel share count unchanged in Q2 2024.
Stifel made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1439 holding.
Benjamin F. Edwards & Company first reported a position in Stifel in Q1 2016 and has held it in 21 quarters since.
436 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.