BOPW
SF

Brandywine Oak Private Wealth’s Stifel SF Stock Holding History

Brandywine Oak 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 		$4.93M Sell
66,682
-4,762
-7% -$378K 0.41% 33
2025
Q4 		$5.96M Hold
71,444
– – 0.5% 30
2025
Q3 		$5.4M Sell
71,444
-16,017
-18% -$1.2M 0.47% 29
2025
Q2 		$6.05M Sell
87,461
-1,512
-2% -$92.9K 0.56% 27
2025
Q1 		$5.59M Hold
88,973
– – 0.55% 28
2024
Q4 		$6.29M Sell
88,973
-202
-0.2% -$14.4K 0.62% 26
2024
Q3 		$5.58M Sell
89,175
-890
-1% -$50.8K 0.54% 30
2024
Q2 		$5.05M Hold
90,065
– – 0.52% 32
2024
Q1 		$4.69M Hold
90,065
– – 0.49% 33
2023
Q4 		$4.15M Buy
90,065
+16,017
+22% +$659K 0.46% 31
2023
Q3 		$3.03M Hold
74,048
– – 0.36% 40
2023
Q2 		$2.95M Hold
74,048
– – 0.33% 46
2023
Q1 		$2.92M Hold
74,048
– – 0.34% 44
2022
Q4 		$2.88M Buy
+74,048
New +$2.93M 0.36% 44

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