CSWM
SF

Cassady Schiller Wealth Management’s Stifel SF Stock Holding History

Cassady Schiller 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
2024
Q4 		$318 Buy
+5
New +$357 ﹤0.01% 1037

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cassady Schiller Wealth Management's SF Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Stifel (SF) in Q4 2024: 5 shares worth $318. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings.

509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

  • Cassady Schiller Wealth Management held 5 shares of Stifel worth $318 as of Q4 2024.
  • Stifel was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Stifel made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1037 holding.
  • 509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.