Creative Financial Designs’s Stifel SF Stock Holding History

Creative Financial Designs’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	$15.7K	Sell	213 -2	-0.9%	-$159	﹤0.01%	1263
2025 Q4	$17.9K	Hold	215	–	–	﹤0.01%	1184
2025 Q3	$16.2K	Hold	215	–	–	﹤0.01%	1208
2025 Q2	$14.8K	Sell	215 -57	-21%	-$3.5K	﹤0.01%	1220
2025 Q1	$17.1K	Buy	272 +129	+90%	+$9.09K	﹤0.01%	1132
2024 Q4	$10.1K	Hold	143	–	–	﹤0.01%	1252
2024 Q3	$8.92K	Sell	143 -45	-24%	-$2.57K	﹤0.01%	1229
2024 Q2	$10.5K	Hold	188	–	–	﹤0.01%	1152
2024 Q1	$9.77K	Hold	188	–	–	﹤0.01%	1147
2023 Q4	$8.64K	Hold	188	–	–	﹤0.01%	1134
2023 Q3	$7.68K	Hold	188	–	–	﹤0.01%	1094
2023 Q2	$7.46K	Buy	188 +75	+66%	+$2.93K	﹤0.01%	1098
2023 Q1	$4.43K	Buy	+113	New	+$4.75K	﹤0.01%	1141
2021 Q4	–	Sell	-1,776	Closed	-$80K	–	1423
2021 Q3	$80K	Hold	1,776	–	–	0.01%	493
2021 Q2	$77K	Hold	1,776	–	–	0.01%	496
2021 Q1	$76K	Hold	1,776	–	–	0.01%	474
2020 Q4	$60K	Sell	1,776 -2	-0.1%	-$59	0.01%	472
2020 Q3	$40K	Hold	1,778	–	–	0.01%	511
2020 Q2	$37K	Buy	+1,778	New	+$35.7K	0.01%	470

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