Capital Fund Management (CFM)
SF

Capital Fund Management (CFM)’s Stifel SF Stock Holding History

Capital Fund Management (CFM)’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 		$880K Buy
+11,907
New +$946K 0.01% 1725
2023
Q3 		– Sell
-27,590
Closed -$1.1M – 2298
2023
Q2 		$1.1M Sell
27,590
-10,360
-27% -$404K 0.02% 1381
2023
Q1 		$1.49M Buy
37,950
+14,890
+65% +$626K 0.03% 1152
2022
Q4 		$897K Buy
+23,060
New +$912K 0.02% 1153
2022
Q3 		– Sell
-32,165
Closed -$1.2M – 1790
2022
Q2 		$1.2M Buy
32,165
+11,201
+53% +$465K 0.03% 1006
2022
Q1 		$949K Buy
+20,964
New +$1.01M 0.03% 1166
2020
Q4 		– Sell
-72,961
Closed -$1.64M – 1674
2020
Q3 		$1.64M Buy
+72,961
New +$1.63M 0.05% 701
2019
Q3 		– Sell
-23,625
Closed -$620K – 1988
2019
Q2 		$620K Buy
+23,625
New +$601K 0.01% 1155
2018
Q1 		– Sell
-54,225
Closed -$1.44M – 2280
2017
Q4 		$1.44M Buy
+54,225
New +$1.33M 0.02% 1085

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