GeoWealth Management’s Stifel SF Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-3,954	Closed	-$280K	–	1689
2024 Q4	$280K	Buy	3,954 +3,289	+495%	+$235K	0.01%	643
2024 Q3	$41.6K	Buy	+665	New	+$37.9K	﹤0.01%	1126

Other funds holding SF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's SF Position: Q1 2025 in Review

GeoWealth Management sold out of Stifel (SF) in Q1 2025, closing a stake of 3,954 shares — an estimated $280K sold.

GeoWealth Management first reported a position in SF in Q3 2024 and held it in 2 quarters. The position peaked at $280K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

GeoWealth Management reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 3,954 Stifel shares in Q1 2025, an estimated $280K.
GeoWealth Management first reported a position in Stifel in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Stifel position peaked at $280K in Q4 2024.
521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.