DPW
SF

DiNuzzo Private Wealth’s Stifel SF Stock Holding History

DiNuzzo Private Wealth’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
Q2 		$2.37K Hold
34
– – ﹤0.01% 612
2026
Q1 		$2.51K Sell
34
-1
-3% -$79 ﹤0.01% 566
2025
Q4 		$2.88K Hold
35
– – ﹤0.01% 520
2025
Q3 		$2.65K Hold
35
– – ﹤0.01% 546
2025
Q2 		$2.39K Sell
35
-1
-3% -$61 ﹤0.01% 562
2025
Q1 		$2.26K Buy
36
+1
+3% +$70 ﹤0.01% 550
2024
Q4 		$2.44K Hold
35
– – ﹤0.01% 524
2024
Q3 		$2.16K Buy
35
+2
+6% +$114 ﹤0.01% 581
2024
Q2 		$1.85K Buy
33
+4
+14% +$212 ﹤0.01% 544
2024
Q1 		$1.49K Hold
29
– – ﹤0.01% 582
2023
Q4 		$1.31K Buy
+29
New +$1.19K ﹤0.01% 600

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return