CAG
SF

Crestwood Advisors Group’s Stifel SF Stock Holding History

Crestwood Advisors Group’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 		$14.3M Buy
193,596
+2,227
+1% +$177K 0.24% 81
2025
Q4 		$16M Buy
191,369
+440
+0.2% +$35.2K 0.27% 77
2025
Q3 		$14.4M Sell
190,929
-180
-0.1% -$13.5K 0.25% 82
2025
Q2 		$13.2M Buy
191,109
+283
+0.1% +$17.4K 0.24% 87
2025
Q1 		$12M Sell
190,826
-2,823
-1% -$199K 0.23% 89
2024
Q4 		$13.7M Buy
193,649
+233
+0.1% +$16.6K 0.26% 78
2024
Q3 		$12.1M Buy
193,416
+63
+0% +$3.59K 0.23% 83
2024
Q2 		$10.8M Buy
193,353
+2,026
+1% +$107K 0.22% 83
2024
Q1 		$9.97M Buy
191,327
+12,921
+7% +$636K 0.22% 86
2023
Q4 		$8.22M Buy
178,406
+1,857
+1% +$76.4K 0.19% 94
2023
Q3 		$7.23M Buy
+176,549
New +$7.44M 0.19% 93

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