Covestor’s Stifel SF Stock Holding History

Covestor’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	$29K	Sell	388 -497	-56%	-$39.5K	0.02%	970
2025 Q4	$74K	Buy	885 +75	+9%	+$5.99K	0.04%	735
2025 Q3	$62K	Sell	810 -752	-48%	-$56.3K	0.03%	813
2025 Q2	$108K	Buy	1,562 +605	+63%	+$37.2K	0.06%	516
2025 Q1	$60K	Buy	957 +684	+251%	+$48.2K	0.04%	772
2024 Q4	$19K	Buy	273 +15	+6%	+$1.07K	0.01%	1224
2024 Q3	$16K	Buy	258 +3	+1%	+$171	0.01%	1305
2024 Q2	$14K	Sell	255 -384	-60%	-$20.3K	0.01%	1352
2024 Q1	$33K	Buy	639 +159	+33%	+$7.83K	0.02%	1041
2023 Q4	$22K	Buy	480 +36	+8%	+$1.48K	0.02%	1169
2023 Q3	$18K	Sell	444 -518	-54%	-$21.8K	0.01%	1157
2023 Q2	$38K	Sell	962 -430	-31%	-$16.8K	0.03%	893
2023 Q1	$55K	Sell	1,392 -1,730	-55%	-$72.7K	0.05%	675
2022 Q4	$121K	Sell	3,122 -1	-0%	-$40	0.1%	309
2022 Q3	$108K	Buy	3,123 +2,685	+613%	+$106K	0.1%	314
2022 Q2	$16K	Hold	438	–	–	0.01%	1042
2022 Q1	$20K	Buy	438 +198	+83%	+$9.51K	0.01%	1065
2021 Q4	$11K	Buy	+240	New	+$11.7K	0.02%	997

Other funds holding SF

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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