Cerity Partners

Cerity Partners’s Stifel SF Stock Holding History

Cerity Partners’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	$13.5M	Sell	183,157 -32,954	-15%	-$2.62M	0.02%	568
2025 Q4	$18M	Buy	216,111 +146,695	+211%	+$11.7M	0.03%	441
2025 Q3	$5.25M	Buy	69,416 +6,585	+10%	+$493K	0.01%	835
2025 Q2	$4.35M	Buy	62,831 +7,029	+13%	+$432K	0.01%	870
2025 Q1	$3.51M	Sell	55,802 -4,374	-7%	-$308K	0.01%	870
2024 Q4	$3.84M	Sell	60,176 -279	-0.5%	-$19.9K	0.01%	824
2024 Q3	$3.78M	Buy	60,455 +11,423	+23%	+$652K	0.01%	825
2024 Q2	$2.75M	Sell	49,032 -8,921	-15%	-$473K	0.01%	796
2024 Q1	$3.02M	Buy	57,953 +52,130	+895%	+$2.57M	0.01%	812
2023 Q4	$268K	Buy	+5,823	New	+$239K	﹤0.01%	1573

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AllianceBernstein

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Boston Partners

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Stifel Financial

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Wellington Management Group

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