DAS
SF

Diversify Advisory Services’s Stifel SF Stock Holding History

Diversify Advisory Services’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
2025
Q1 		– Sell
-4,505
Closed -$312K – 684
2024
Q4 		$312K Sell
4,505
-364
-7% -$26K 0.02% 473
2024
Q3 		$326K Buy
4,869
+139
+3% +$7.93K 0.02% 479
2024
Q2 		$258K Buy
4,730
+132
+3% +$7K 0.01% 546
2024
Q1 		$237K Buy
+4,598
New +$226K 0.01% 578

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversify Advisory Services's SF Position: Q1 2025 in Review

Diversify Advisory Services sold out of Stifel (SF) in Q1 2025, closing a stake of 4,505 shares — an estimated $312K sold.

Diversify Advisory Services first reported a position in SF in Q1 2024 and held it in 4 quarters. The position peaked at $326K in Q3 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Diversify Advisory Services reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 4,505 Stifel shares in Q1 2025, an estimated $312K.
  • Diversify Advisory Services first reported a position in Stifel in Q1 2024 and held it in 4 quarters.
  • Diversify Advisory Services's Stifel position peaked at $326K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.