BHPW
SF

Beverly Hills Private Wealth’s Stifel SF Stock Holding History

Beverly Hills Private Wealth’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 		$4.54M Buy
61,374
+8,943
+17% +$710K 0.76% 35
2025
Q4 		$4.38M Buy
52,431
+1,299
+3% +$104K 0.75% 33
2025
Q3 		$3.87M Sell
51,132
-3,741
-7% -$280K 0.68% 36
2025
Q2 		$3.8M Buy
54,873
+2,848
+5% +$175K 0.71% 34
2025
Q1 		$3.27M Buy
52,025
+4,899
+10% +$345K 0.65% 40
2024
Q4 		$3.33M Buy
47,126
+2,078
+5% +$148K 0.67% 35
2024
Q3 		$2.82M Buy
45,048
+15,364
+52% +$877K 0.57% 42
2024
Q2 		$1.67M Buy
29,684
+11,394
+62% +$604K 0.36% 77
2024
Q1 		$953K Buy
18,290
+10,748
+143% +$529K 0.22% 108
2023
Q4 		$348K Buy
+7,542
New +$310K 0.09% 230

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