CA
SF

Continuum Advisory’s Stifel SF Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-54
Closed -$3.39K – 1364
2025
Q1 		$3.39K Hold
54
– – ﹤0.01% 1195
2024
Q4 		$3.82K Hold
54
– – ﹤0.01% 1202
2024
Q3 		$4.16K Buy
54
+25
+86% +$1.43K ﹤0.01% 1211
2024
Q2 		$1.6K Hold
29
– – ﹤0.01% 1352
2024
Q1 		$1.58K Buy
+29
New +$1.43K ﹤0.01% 1362

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Continuum Advisory's SF Position: Q2 2025 in Review

Continuum Advisory sold out of Stifel (SF) in Q2 2025, closing a stake of 54 shares — an estimated $3.39K sold.

Continuum Advisory first reported a position in SF in Q1 2024 and held it in 5 quarters. The position peaked at $4.16K in Q3 2024. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Continuum Advisory reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 54 Stifel shares in Q2 2025, an estimated $3.39K.
  • Continuum Advisory first reported a position in Stifel in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Stifel position peaked at $4.16K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.