BA
SF

Bridgewater Associates’s Stifel SF Stock Holding History

Bridgewater Associates’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 		$3.05M Sell
41,281
-35,207
-46% -$2.8M 0.01% 546
2025
Q4 		$6.39M Buy
76,488
+19,596
+34% +$1.57M 0.02% 462
2025
Q3 		$4.3M Buy
56,892
+36,241
+175% +$2.71M 0.02% 525
2025
Q2 		$1.43M Sell
20,651
-68,041
-77% -$4.18M 0.01% 445
2025
Q1 		$5.57M Buy
88,692
+83,886
+1,745% +$5.91M 0.03% 339
2024
Q4 		$340K Sell
4,806
-11,418
-70% -$815K ﹤0.01% 615
2024
Q3 		$1.02M Sell
16,224
-4,722
-23% -$269K 0.01% 599
2024
Q2 		$1.18M Buy
+20,946
New +$1.11M 0.01% 634
2024
Q1 		– Sell
-19,064
Closed -$879K – 785
2023
Q4 		$879K Sell
19,064
-37,003
-66% -$1.52M ﹤0.01% 653
2023
Q3 		$2.3M Buy
+56,067
New +$2.36M 0.01% 482

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