Cetera Investment Advisers
SF

Cetera Investment Advisers’s Stifel SF Stock Holding History

Cetera Investment Advisers’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 		$2.56M Buy
34,671
+1,020
+3% +$81K ﹤0.01% 2053
2025
Q4 		$2.81M Sell
33,651
-3,849
-10% -$308K ﹤0.01% 1917
2025
Q3 		$2.84M Buy
37,500
+18,909
+102% +$1.42M ﹤0.01% 1873
2025
Q2 		$1.29M Buy
18,591
+433
+2% +$26.6K ﹤0.01% 2167
2025
Q1 		$1.14M Buy
18,158
+1,416
+8% +$99.8K ﹤0.01% 2158
2024
Q4 		$1.18M Buy
16,742
+1,964
+13% +$140K ﹤0.01% 2049
2024
Q3 		$925K Buy
14,778
+120
+0.8% +$6.85K ﹤0.01% 2170
2024
Q2 		$822K Sell
14,658
-123
-0.8% -$6.52K ﹤0.01% 2223
2024
Q1 		$770K Buy
+14,781
New +$728K ﹤0.01% 2276

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