EW
SF

Evoke Wealth’s Stifel SF Stock Holding History

Evoke 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
Q1 		$417K Buy
5,638
+2,437
+76% +$194K 0.01% 454
2025
Q4 		$267K Buy
+3,201
New +$256K 0.01% 552
2022
Q4 		– Sell
-1,518
Closed -$53K – 1005
2022
Q3 		$53K Hold
1,518
– – ﹤0.01% 511
2022
Q2 		$57K Hold
1,518
– – ﹤0.01% 502
2022
Q1 		$69K Hold
1,518
– – ﹤0.01% 477
2021
Q4 		$71K Hold
1,518
– – ﹤0.01% 489
2021
Q3 		$68K Hold
1,518
– – ﹤0.01% 474
2021
Q2 		$66K Hold
1,518
– – ﹤0.01% 496
2021
Q1 		$65K Buy
1,518
+900
+146% +$35.1K ﹤0.01% 422
2020
Q4 		$21K Buy
+618
New +$18.3K ﹤0.01% 498
2020
Q1 		– Sell
-810
Closed -$21.8K – 1313
2019
Q4 		$21.8K Hold
810
– – ﹤0.01% 573
2019
Q3 		$20.7K Buy
+810
New +$20.4K ﹤0.01% 650

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