DM
SF

Delphi Management’s Stifel SF Stock Holding History

Delphi Management’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 		$1.07M Sell
14,453
-4,288
-23% -$341K 1.28% 51
2025
Q4 		$1.56M Sell
18,741
-482
-3% -$38.5K 1.52% 14
2025
Q3 		$1.45M Sell
19,223
-658
-3% -$49.3K 1.35% 31
2025
Q2 		$1.38M Sell
19,881
-666
-3% -$40.9K 1.33% 38
2025
Q1 		$1.29M Sell
20,547
-2,079
-9% -$147K 1.32% 48
2024
Q4 		$1.6M Sell
22,626
-3,482
-13% -$249K 1.55% 10
2024
Q3 		$1.63M Sell
26,108
-8,059
-24% -$460K 1.48% 10
2024
Q2 		$1.92M Buy
34,167
+264
+0.8% +$14K 1.56% 5
2024
Q1 		$1.77M Buy
33,903
+577
+2% +$28.4K 1.37% 28
2023
Q4 		$1.54M Buy
33,326
+3,998
+14% +$164K 1.41% 26
2023
Q3 		$1.2M Sell
29,328
-2,459
-8% -$104K 1.23% 52
2023
Q2 		$1.26M Buy
+31,787
New +$1.24M 1.31% 38

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