Capstone Investment Advisors
SF

Capstone Investment Advisors’s Stifel SF Stock Holding History

Capstone Investment Advisors’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 		$497K Buy
6,729
+2,028
+43% +$161K ﹤0.01% 1140
2025
Q4 		$392K Buy
+4,701
New +$376K ﹤0.01% 1231
2024
Q3 		– Sell
-6,939
Closed -$389K – 2189
2024
Q2 		$389K Sell
6,939
-1,665
-19% -$88.2K 0.01% 1439
2024
Q1 		$448K Buy
+8,604
New +$424K 0.01% 1622
2017
Q2 		– Sell
-32,402
Closed -$722K – 913
2017
Q1 		$722K Buy
+32,402
New +$746K 0.04% 502

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