GSWM
SF

Golden State Wealth Management’s Stifel SF Stock Holding History

Golden State Wealth 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
2026
Q1 		– Sell
-26
Closed -$2.13K – 1714
2025
Q4 		$2.13K Buy
+26
New +$2.08K ﹤0.01% 1382

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Golden State Wealth Management's SF Position: Q1 2026 in Review

Golden State Wealth Management sold out of Stifel (SF) in Q1 2026, closing a stake of 26 shares — an estimated $2.13K sold.

Golden State Wealth Management first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $2.13K in Q4 2025. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Golden State Wealth Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 26 Stifel shares in Q1 2026, an estimated $2.13K.
  • Golden State Wealth Management first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Stifel position peaked at $2.13K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.