FFM
SF

Forum Financial Management’s Stifel SF Stock Holding History

Forum Financial Management’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 		– Sell
-5,081
Closed -$424K – 875
2025
Q4 		$424K Buy
5,081
+5
+0.1% +$400 0.01% 560
2025
Q3 		$384K Buy
5,076
+246
+5% +$18.4K 0.01% 593
2025
Q2 		$334K Buy
4,830
+1
+0% +$61 0.01% 613
2025
Q1 		$303K Hold
4,829
– – 0.01% 587
2024
Q4 		$341K Buy
4,829
+947
+24% +$67.6K 0.01% 539
2024
Q3 		$243K Sell
3,882
-15
-0.4% -$856 ﹤0.01% 627
2024
Q2 		$219K Buy
3,897
+22
+0.6% +$1.17K ﹤0.01% 632
2024
Q1 		$202K Buy
+3,875
New +$191K ﹤0.01% 703

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