GRP
SF

Global Retirement Partners’s Stifel SF Stock Holding History

Global Retirement Partners’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 		$189K Buy
2,261
+1,562
+223% +$125K ﹤0.01% 1511
2025
Q3 		$52.9K Buy
699
+1
+0.1% +$75 ﹤0.01% 1855
2025
Q2 		$48.3K Buy
+698
New +$42.9K ﹤0.01% 1792
2024
Q4 		$51.7K Sell
731
-282
-28% -$20.1K ﹤0.01% 1602
2024
Q3 		$63.4K Sell
1,013
-570
-36% -$32.5K ﹤0.01% 1447
2024
Q2 		$88.8K Buy
1,583
+1,022
+182% +$54.2K ﹤0.01% 1261
2024
Q1 		$29.2K Buy
561
+3
+0.5% +$148 ﹤0.01% 1647
2023
Q4 		$25.7K Buy
558
+34
+6% +$1.4K ﹤0.01% 1637
2023
Q3 		$20.5K Buy
524
+59
+13% +$2.48K ﹤0.01% 1639
2023
Q2 		$18.5K Buy
465
+12
+3% +$468 ﹤0.01% 1695
2023
Q1 		$17.2K Buy
453
+3
+0.7% +$126 ﹤0.01% 1705
2022
Q4 		$17.5K Buy
450
+1
+0.2% +$40 ﹤0.01% 1536
2022
Q3 		$18K Buy
449
+3
+0.7% +$118 ﹤0.01% 1453
2022
Q2 		$17K Buy
446
+2
+0.5% +$83 ﹤0.01% 1424
2022
Q1 		$18K Buy
+444
New +$21.3K ﹤0.01% 1394

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