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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Freestone Capital Holdings's SF Position: Q4 2025 in Review

Freestone Capital Holdings sold out of Stifel (SF) in Q4 2025, closing a stake of 4,502 shares — an estimated $341K sold.

Freestone Capital Holdings first reported a position in SF in Q4 2021 and held it in 16 quarters. The position peaked at $352K in Q4 2021. 629 funds tracked by Wall St. Rank hold SF as of Q4 2025.

Freestone Capital Holdings reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
Freestone Capital Holdings sold 4,502 Stifel shares in Q4 2025, an estimated $341K.
Freestone Capital Holdings first reported a position in Stifel in Q4 2021 and held it in 16 quarters.
Freestone Capital Holdings's Stifel position peaked at $352K in Q4 2021.
629 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Freestone Capital Holdings's 13F filing for Q4 2025, filed 23 Jan 2026.