CAL
SF

Capital Advisors Ltd’s Stifel SF Stock Holding History

Capital Advisors Ltd’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 		$4K Hold
48
– – ﹤0.01% 1013
2025
Q4 		$4K Hold
48
– – ﹤0.01% 988
2025
Q3 		$4K Hold
48
– – ﹤0.01% 972
2025
Q2 		$3K Hold
48
– – ﹤0.01% 1015
2025
Q1 		$3K Hold
48
– – ﹤0.01% 1004
2024
Q4 		$3K Hold
48
– – ﹤0.01% 1026
2024
Q3 		$3K Sell
48
-2
-4% -$114 ﹤0.01% 1015
2024
Q2 		$3K Buy
50
+2
+4% +$106 ﹤0.01% 1011
2024
Q1 		$3K Hold
48
– – ﹤0.01% 998
2023
Q4 		$2K Hold
48
– – ﹤0.01% 1048
2023
Q3 		$2K Hold
48
– – ﹤0.01% 1038
2023
Q2 		$2K Buy
48
+12
+33% +$468 ﹤0.01% 1046
2023
Q1 		$1K Buy
+36
New +$1.51K ﹤0.01% 1108
2022
Q4 		– Sell
-41
Closed -$1K – 1588
2022
Q3 		$1K Buy
41
+32
+356% +$1.26K ﹤0.01% 1109
2022
Q2 		$0 Buy
+9
New +$374 ﹤0.01% 1291

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