Gradient Investments’s Stifel SF Stock Holding History

Gradient Investments’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 Q2	$1.84M	Buy	26,347 +4,043	+18%	+$301K	0.03%	272
2026 Q1	$1.65M	Buy	+22,304	New	+$1.77M	0.03%	270
2024 Q1	–	Sell	-32	Closed	-$1.45K	–	1737
2023 Q4	$1.45K	Hold	32	–	–	﹤0.01%	1320
2023 Q3	$1.29K	Hold	32	–	–	﹤0.01%	1297
2023 Q2	$1.25K	Buy	+32	New	+$1.25K	﹤0.01%	1288

Other funds holding SF

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return