FFA
SF

Frazier Financial Advisors’s Stifel SF Stock Holding History

Frazier Financial 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
2026
Q1 		$10.4K Hold
141
– – 0.01% 405
2025
Q4 		$11.8K Hold
141
– – 0.01% 337
2025
Q3 		$10.7K Hold
141
– – 0.01% 342
2025
Q2 		$9.76K Hold
141
– – 0.01% 355
2025
Q1 		$8.86K Hold
141
– – 0.01% 357
2024
Q4 		$9.98K Hold
141
– – 0.01% 343
2024
Q3 		$8.83K Sell
141
-96
-41% -$5.48K 0.01% 403
2024
Q2 		$13.3K Hold
237
– – 0.01% 382
2024
Q1 		$12.4K Buy
237
+96
+68% +$4.73K 0.01% 366
2023
Q4 		$6.5K Buy
+141
New +$5.8K 0.01% 446

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