Great Waters Wealth Management’s SFL Corp SFL Stock Holding History

Great Waters Wealth Management’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Hold	15,000	–	–	0.01%	126
2026 Q1	$162K	Hold	15,000	–	–	0.02%	119
2025 Q4	$117K	Hold	15,000	–	–	0.01%	116
2025 Q3	$113K	Hold	15,000	–	–	0.01%	113
2025 Q2	$125K	Hold	15,000	–	–	0.02%	108
2025 Q1	$123K	Buy	15,000 +5,000	+50%	+$48.3K	0.02%	101
2024 Q4	$102K	Hold	10,000	–	–	0.01%	111
2024 Q3	$116K	Hold	10,000	–	–	0.02%	109
2024 Q2	$139K	Hold	10,000	–	–	0.02%	103
2024 Q1	$132K	Hold	10,000	–	–	0.02%	98
2023 Q4	$116K	Hold	10,000	–	–	0.02%	95
2023 Q3	$111K	Hold	10,000	–	–	0.02%	91
2023 Q2	$93.3K	Buy	+10,000	New	+$90.5K	0.02%	94

Other funds holding SFL

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YIH

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

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Great Waters Wealth Management's SFL Position: Q2 2026 in Review

Great Waters Wealth Management held its SFL Corp (SFL) position steady in Q2 2026 at 15,000 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #126.

Great Waters Wealth Management first reported a position in SFL in Q2 2023 and has held it in 13 quarters since. The position peaked at $162K in Q1 2026. 15 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

Great Waters Wealth Management held 15,000 shares of SFL Corp worth $153K as of Q2 2026.
Great Waters Wealth Management left its SFL Corp share count unchanged in Q2 2026.
SFL Corp made up 0.01% of Great Waters Wealth Management's portfolio in Q2 2026, its #126 holding.
Great Waters Wealth Management first reported a position in SFL Corp in Q2 2023 and has held it in 13 quarters since.
Great Waters Wealth Management's SFL Corp position peaked at $162K in Q1 2026.
15 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.