HI
SF

Harbour Investments’s Stifel SF Stock Holding History

Harbour 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
Q1 		$69K Buy
933
+810
+659% +$64.3K ﹤0.01% 2162
2025
Q4 		$10.3K Buy
123
+33
+37% +$2.64K ﹤0.01% 2729
2025
Q3 		$6.81K Hold
90
– – ﹤0.01% 2859
2025
Q2 		$6.23K Hold
90
– – ﹤0.01% 2793
2025
Q1 		$5.66K Hold
90
– – ﹤0.01% 2774
2024
Q4 		$6.37K Hold
90
– – ﹤0.01% 2640
2024
Q3 		$5.63K Hold
90
– – ﹤0.01% 2587
2024
Q2 		$5.05K Buy
+90
New +$4.77K ﹤0.01% 2509
2021
Q4 		– Sell
-900
Closed -$41K – 3519
2021
Q3 		$41K Hold
900
– – ﹤0.01% 1896
2021
Q2 		$39K Hold
900
– – ﹤0.01% 1956
2021
Q1 		$38K Buy
+900
New +$35.1K ﹤0.01% 1850

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return