Carolinas Wealth Consulting’s Stifel SF Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-47	Closed	-$2.92K	–	774
2025 Q1	$2.92K	Hold	47	–	–	﹤0.01%	705
2024 Q4	$3.29K	Sell	47 -6	-11%	-$428	﹤0.01%	717
2024 Q3	$3.29K	Hold	53	–	–	﹤0.01%	725
2024 Q2	$2.95K	Sell	53 -6	-10%	-$318	﹤0.01%	728
2024 Q1	$3.05K	Sell	59 -1	-2%	-$49	﹤0.01%	723
2023 Q4	$2.77K	Sell	60 -5	-8%	-$206	﹤0.01%	700
2023 Q3	$2.45K	Hold	65	–	–	﹤0.01%	718
2023 Q2	$2.57K	Sell	65 -12	-16%	-$468	﹤0.01%	780
2023 Q1	$3.01K	Hold	77	–	–	﹤0.01%	767
2022 Q4	$2.98K	Sell	77 -1	-1%	-$40	﹤0.01%	768
2022 Q3	$3K	Hold	78	–	–	﹤0.01%	738
2022 Q2	$3K	Hold	78	–	–	﹤0.01%	737
2022 Q1	$4K	Hold	78	–	–	﹤0.01%	735
2021 Q4	$4K	Hold	78	–	–	﹤0.01%	746
2021 Q3	$4K	Hold	78	–	–	﹤0.01%	713
2021 Q2	$3K	Sell	78 -2	-3%	-$90	﹤0.01%	775
2021 Q1	$3K	Hold	80	–	–	﹤0.01%	782
2020 Q4	$3K	Sell	80 -14	-15%	-$416	﹤0.01%	715
2020 Q3	$2K	Buy	+94	New	+$2.1K	﹤0.01%	740

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carolinas Wealth Consulting's SF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Stifel (SF) in Q2 2025, closing a stake of 47 shares — an estimated $2.92K sold.

Carolinas Wealth Consulting first reported a position in SF in Q3 2020 and held it in 19 quarters. The position peaked at $4K in Q1 2022. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 47 Stifel shares in Q2 2025, an estimated $2.92K.
Carolinas Wealth Consulting first reported a position in Stifel in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's Stifel position peaked at $4K in Q1 2022.
487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.