CFO
SF

CVA Family Office’s Stifel SF Stock Holding History

CVA Family Office’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 Buy
213
+187
+719% +$14.8K ﹤0.01% 865
2025
Q4 		$2.13K Hold
26
– – ﹤0.01% 982
2025
Q3 		$1.93K Hold
26
– – ﹤0.01% 1011
2025
Q2 		$1.76K Buy
+26
New +$1.6K ﹤0.01% 1009
2023
Q2 		– Sell
-23
Closed -$886 – 1060
2023
Q1 		$886 Sell
23
-247
-91% -$10.4K ﹤0.01% 910
2022
Q4 		$10.5K Buy
270
+7
+3% +$277 ﹤0.01% 652
2022
Q3 		$9K Buy
263
+113
+75% +$4.45K ﹤0.01% 647
2022
Q2 		$6K Buy
150
+37
+33% +$1.54K ﹤0.01% 727
2022
Q1 		$5K Hold
113
– – ﹤0.01% 780
2021
Q4 		$5K Buy
+113
New +$5.49K ﹤0.01% 758

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