FNA
SF

First National Advisers’s Stifel SF Stock Holding History

First National Advisers’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 		$624K Sell
8,447
-198
-2% -$15.7K 0.09% 154
2025
Q4 		$722K Sell
8,645
-1,437
-14% -$115K 0.1% 141
2025
Q3 		$763K Sell
10,082
-2,395
-19% -$179K 0.1% 147
2025
Q2 		$863K Buy
12,477
+732
+6% +$45K 0.13% 140
2025
Q1 		$738K Buy
+11,745
New +$828K 0.12% 144
2024
Q4 		– Sell
-11,006
Closed -$689K – 217
2024
Q3 		$689K Buy
11,006
+318
+3% +$18.1K 0.11% 141
2024
Q2 		$600K Buy
10,688
+951
+10% +$50.4K 0.11% 140
2024
Q1 		$507K Buy
+9,737
New +$479K 0.11% 142
2023
Q4 		– Sell
-5,111
Closed -$209K – 160
2023
Q3 		$209K Buy
+5,111
New +$215K 0.09% 148

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