GA
SF

Guerra Advisors’s Stifel SF Stock Holding History

Guerra Advisors’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
Q3 		$2.84K Buy
+38
New +$2.85K ﹤0.01% 478

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Guerra Advisors's SF Position: Q3 2025 in Review

Guerra Advisors opened a new position in Stifel (SF) in Q3 2025: 38 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Guerra Advisors held 38 shares of Stifel worth $2.84K as of Q3 2025.
  • Stifel was a new Guerra Advisors position in Q3 2025.
  • Stifel made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #478 holding.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.