DI
SF

DFPG Investments’s Stifel SF Stock Holding History

DFPG Investments’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
2023
Q4 		$214K Buy
+4,728
New +$194K 0.02% 594

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DFPG Investments's SF Position: Q4 2023 in Review

DFPG Investments opened a new position in Stifel (SF) in Q4 2023: 4,728 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #594 among its holdings.

378 funds tracked by Wall St. Rank hold SF as of Q4 2023.

  • DFPG Investments held 4,728 shares of Stifel worth $214K as of Q4 2023.
  • Stifel was a new DFPG Investments position in Q4 2023.
  • Stifel made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #594 holding.
  • 378 funds tracked by Wall St. Rank held Stifel as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.