EP
SF

Edgestream Partners’s Stifel SF Stock Holding History

Edgestream Partners’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 		$6.16M Sell
83,350
-55,996
-40% -$4.45M 0.2% 167
2025
Q4 		$11.6M Sell
139,346
-12,765
-8% -$1.02M 0.33% 43
2025
Q3 		$11.5M Buy
+152,111
New +$11.4M 0.34% 43
2025
Q1 		– Sell
-79,565
Closed -$5.63M – 1036
2024
Q4 		$5.63M Buy
+79,565
New +$5.68M 0.24% 114
2024
Q1 		– Sell
-84,309
Closed -$3.89M – 996
2023
Q4 		$3.89M Buy
+84,309
New +$3.47M 0.28% 69
2023
Q3 		– Sell
-94,080
Closed -$3.74M – 954
2023
Q2 		$3.74M Buy
+94,080
New +$3.67M 0.34% 42

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