EBA
SF

Eagle Bay Advisors’s Stifel SF Stock Holding History

Eagle Bay Advisors’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
-147
Closed -$10.4K – 804
2024
Q4 		$10.4K Sell
147
-57
-28% -$4.07K 0.01% 562
2024
Q3 		$12.8K Hold
204
– – ﹤0.01% 732
2024
Q2 		$11.4K Hold
204
– – 0.01% 530
2024
Q1 		$10.6K Buy
+204
New +$10K 0.01% 566

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

Eagle Bay Advisors's SF Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Stifel (SF) in Q1 2025, closing a stake of 147 shares — an estimated $10.4K sold.

Eagle Bay Advisors first reported a position in SF in Q1 2024 and held it in 4 quarters. The position peaked at $12.8K in Q3 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 147 Stifel shares in Q1 2025, an estimated $10.4K.
  • Eagle Bay Advisors first reported a position in Stifel in Q1 2024 and held it in 4 quarters.
  • Eagle Bay Advisors's Stifel position peaked at $12.8K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.