CarsonAllaria Wealth Management’s Stifel SF Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-2,111	Closed	-$146K	–	287
2025 Q2	$146K	Buy	2,111 +11	+0.5%	+$676	0.08%	84
2025 Q1	$132K	Buy	2,100 +10	+0.5%	+$705	0.08%	88
2024 Q4	$148K	Buy	2,090 +8	+0.4%	+$571	0.08%	79
2024 Q3	$130K	Buy	2,082 +9	+0.4%	+$513	0.07%	88
2024 Q2	$116K	Buy	2,073 +12	+0.6%	+$636	0.07%	89
2024 Q1	$107K	Buy	2,061 +12	+0.6%	+$591	0.07%	95
2023 Q4	$94.5K	Buy	2,049 +10	+0.5%	+$411	0.07%	92
2023 Q3	$83.5K	Hold	2,039	–	–	0.07%	96
2023 Q2	$81.1K	Buy	2,039 +12	+0.6%	+$468	0.06%	94
2023 Q1	$79.9K	Buy	2,027 +12	+0.6%	+$504	0.07%	91
2022 Q4	$78K	Buy	2,015 +11	+0.5%	+$435	0.07%	90
2022 Q3	$69K	Buy	2,004 +10	+0.5%	+$394	0.06%	95
2022 Q2	$74K	Buy	1,994 +9	+0.5%	+$374	0.07%	94
2022 Q1	$90K	Buy	1,985 +11	+0.6%	+$528	0.08%	90
2021 Q4	$93K	Buy	+1,974	New	+$95.9K	0.08%	92

Other funds holding SF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

CarsonAllaria Wealth Management's SF Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Stifel (SF) in Q3 2025, closing a stake of 2,111 shares — an estimated $146K sold.

CarsonAllaria Wealth Management first reported a position in SF in Q4 2021 and held it in 15 quarters. The position peaked at $148K in Q4 2024. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 2,111 Stifel shares in Q3 2025, an estimated $146K.
CarsonAllaria Wealth Management first reported a position in Stifel in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Stifel position peaked at $148K in Q4 2024.
551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.