Congress Wealth Management’s Stifel SF Stock Holding History

Congress 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
2025 Q1	–	Sell	-3,930	Closed	-$278K	–	1113
2024 Q4	$278K	Buy	+3,930	New	+$281K	﹤0.01%	780

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Wealth Management's SF Position: Q1 2025 in Review

Congress Wealth Management sold out of Stifel (SF) in Q1 2025, closing a stake of 3,930 shares — an estimated $278K sold.

Congress Wealth Management first reported a position in SF in Q4 2024 and held it in 1 quarter. The position peaked at $278K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

Congress Wealth Management reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 3,930 Stifel shares in Q1 2025, an estimated $278K.
Congress Wealth Management first reported a position in Stifel in Q4 2024 and held it in 1 quarter.
Congress Wealth Management's Stifel position peaked at $278K in Q4 2024.
521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.