CIA
SF

Concurrent Investment Advisors’s Stifel SF Stock Holding History

Concurrent Investment 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 		$1.01M Buy
13,682
+2,021
+17% +$160K 0.01% 873
2025
Q4 		$974K Buy
11,661
+397
+4% +$31.7K 0.01% 845
2025
Q3 		$852K Buy
11,264
+38
+0.3% +$2.85K 0.01% 705
2025
Q2 		$777K Buy
11,226
+243
+2% +$14.9K 0.02% 682
2025
Q1 		$690K Sell
10,983
-167
-1% -$11.8K 0.02% 647
2024
Q4 		$789K Sell
11,150
-30
-0.3% -$2.14K 0.02% 551
2024
Q3 		$700K Sell
11,180
-39
-0.3% -$2.23K 0.02% 546
2024
Q2 		$629K Buy
11,219
+117
+1% +$6.2K 0.02% 534
2024
Q1 		$579K Buy
11,102
+167
+2% +$8.22K 0.02% 506
2023
Q4 		$504K Buy
+10,935
New +$450K 0.02% 495

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