FCH
SF

Freestone Capital Holdings’s Stifel SF Stock Holding History

Freestone Capital Holdings’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
Q4 		– Sell
-4,502
Closed -$341K – 595
2025
Q3 		$341K Sell
4,502
-3
-0.1% -$225 0.01% 406
2025
Q2 		$312K Buy
4,505
+5
+0.1% +$307 0.01% 357
2025
Q1 		$283K Sell
4,500
-38
-0.8% -$2.68K 0.01% 359
2024
Q4 		$321K Hold
4,538
– – 0.01% 341
2024
Q3 		$284K Sell
4,538
-1,462
-24% -$83.4K 0.01% 367
2024
Q2 		$337K Hold
6,000
– – 0.01% 368
2024
Q1 		$313K Hold
6,000
– – 0.01% 365
2023
Q4 		$277K Hold
6,000
– – 0.01% 341
2023
Q3 		$246K Hold
6,000
– – 0.01% 316
2023
Q2 		$239K Hold
6,000
– – 0.01% 333
2023
Q1 		$236K Hold
6,000
– – 0.01% 317
2022
Q4 		$233K Hold
6,000
– – 0.01% 322
2022
Q3 		$208K Hold
6,000
– – 0.01% 341
2022
Q2 		$224K Hold
6,000
– – 0.01% 373
2022
Q1 		$272K Sell
6,000
-1,500
-20% -$72K 0.01% 486
2021
Q4 		$352K Buy
+7,500
New +$364K 0.01% 370

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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