BFS
SFM icon

Burr Financial Services’s Sprouts Farmers Market SFM Stock Holding History

Burr Financial Services’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,220
Closed -$644K – 34
2025
Q1 		$644K Buy
4,220
+400
+10% +$59.6K 0.51% 19
2024
Q4 		$485K Buy
+3,820
New +$508K 0.33% 22

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Burr Financial Services's SFM Position: Q2 2025 in Review

Burr Financial Services sold out of Sprouts Farmers Market (SFM) in Q2 2025, closing a stake of 4,220 shares — an estimated $644K sold.

Burr Financial Services first reported a position in SFM in Q4 2024 and held it in 2 quarters. The position peaked at $644K in Q1 2025. 768 funds tracked by Wall St. Rank hold SFM as of Q2 2025.

  • Burr Financial Services reported no remaining Sprouts Farmers Market position as of Q2 2025 after selling out during the quarter.
  • Burr Financial Services sold 4,220 Sprouts Farmers Market shares in Q2 2025, an estimated $644K.
  • Burr Financial Services first reported a position in Sprouts Farmers Market in Q4 2024 and held it in 2 quarters.
  • Burr Financial Services's Sprouts Farmers Market position peaked at $644K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2025.

Based on Burr Financial Services's 13F filing for Q2 2025, filed 9 Jul 2025.