FIA
SF

Foundations Investment Advisors’s Stifel SF Stock Holding History

Foundations Investment Advisors’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
2025
Q2 		– Sell
-9,848
Closed -$619K – 982
2025
Q1 		$619K Buy
9,848
+6,501
+194% +$458K 0.01% 517
2024
Q4 		$237K Sell
3,347
-208
-6% -$14.8K ﹤0.01% 742
2024
Q3 		$222K Buy
+3,555
New +$203K ﹤0.01% 737

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Foundations Investment Advisors's SF Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Stifel (SF) in Q2 2025, closing a stake of 9,848 shares — an estimated $619K sold.

Foundations Investment Advisors first reported a position in SF in Q3 2024 and held it in 3 quarters. The position peaked at $619K in Q1 2025. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Foundations Investment Advisors reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 9,848 Stifel shares in Q2 2025, an estimated $619K.
  • Foundations Investment Advisors first reported a position in Stifel in Q3 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's Stifel position peaked at $619K in Q1 2025.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.