CA
SF

Clearstead Advisors’s Stifel SF Stock Holding History

Clearstead Advisors’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 		$287K Buy
3,879
+574
+17% +$45.6K ﹤0.01% 881
2025
Q4 		$276K Buy
3,305
+2,903
+722% +$232K ﹤0.01% 842
2025
Q3 		$30.4K Sell
402
-3,741
-90% -$280K ﹤0.01% 1457
2025
Q2 		$287K Sell
4,143
-1,199
-22% -$73.6K ﹤0.01% 781
2025
Q1 		$336K Buy
5,342
+993
+23% +$70K 0.01% 677
2024
Q4 		$308K Buy
4,349
+9
+0.2% +$643 ﹤0.01% 715
2024
Q3 		$272K Hold
4,340
– – ﹤0.01% 755
2024
Q2 		$243K Buy
+4,340
New +$230K ﹤0.01% 753
2023
Q1 		– Sell
-450
Closed -$17.5K – 1424
2022
Q4 		$17.5K Hold
450
– – ﹤0.01% 818
2022
Q3 		$16K Hold
450
– – ﹤0.01% 813
2022
Q2 		$17K Hold
450
– – ﹤0.01% 837
2022
Q1 		$20K Hold
450
– – ﹤0.01% 874
2021
Q4 		$21K Sell
450
-539
-54% -$26.2K ﹤0.01% 821
2021
Q3 		$45K Buy
989
+539
+120% +$24K ﹤0.01% 627
2021
Q2 		$19K Hold
450
– – ﹤0.01% 711
2021
Q1 		$19K Buy
+450
New +$17.5K ﹤0.01% 692

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