Envestnet Portfolio Solutions

Envestnet Portfolio Solutions’s Stifel SF Stock Holding History

Envestnet Portfolio Solutions’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	$294K	Sell	3,978 -4,139	-51%	-$329K	﹤0.01%	1126
2025 Q4	$678K	Sell	8,117 -2,170	-21%	-$173K	﹤0.01%	924
2025 Q3	$778K	Sell	10,287 -1,499	-13%	-$112K	﹤0.01%	836
2025 Q2	$815K	Sell	11,786 -1,717	-13%	-$105K	﹤0.01%	880
2025 Q1	$849K	Sell	13,503 -12,317	-48%	-$868K	﹤0.01%	850
2024 Q4	$1.83M	Sell	25,820 -1,944	-7%	-$139K	0.01%	694
2024 Q3	$1.74M	Buy	27,764 +482	+2%	+$27.5K	0.01%	709
2024 Q2	$1.53M	Buy	27,282 +1,536	+6%	+$81.4K	0.01%	726
2024 Q1	$1.34M	Sell	25,746 -71	-0.3%	-$3.5K	0.01%	755
2023 Q4	$1.19M	Sell	25,817 -1,365	-5%	-$56.1K	﹤0.01%	748
2023 Q3	$1.11M	Buy	+27,182	New	+$1.14M	0.01%	728

Other funds holding SF

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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