HFM
SF

Harvest Fund Management’s Stifel SF Stock Holding History

Harvest Fund 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
2025
Q1 		– Sell
-3,839
Closed -$271K – 818
2024
Q4 		$271K Buy
3,839
+3,104
+422% +$222K 0.01% 423
2024
Q3 		$46K Sell
735
-3,638
-83% -$208K ﹤0.01% 464
2024
Q2 		$245K Hold
4,373
– – 0.02% 318
2024
Q1 		$228K Buy
4,373
+2,606
+147% +$128K 0.02% 308
2023
Q4 		$81K Hold
1,767
– – 0.01% 359
2023
Q3 		$72K Hold
1,767
– – 0.01% 364
2023
Q2 		$70K Hold
1,767
– – 0.01% 379
2023
Q1 		$70K Sell
1,767
-1,413
-44% -$59.4K 0.02% 411
2022
Q4 		$124K Hold
3,180
– – 0.03% 295
2022
Q3 		$110K Sell
3,180
-2,460
-44% -$96.8K 0.03% 283
2022
Q2 		$211K Hold
5,640
– – 0.06% 163
2022
Q1 		$255K Buy
5,640
+2,313
+70% +$111K 0.05% 171
2021
Q4 		$156K Buy
3,327
+511
+18% +$24.8K 0.03% 279
2021
Q3 		$127K Hold
2,816
– – 0.03% 235
2021
Q2 		$123K Hold
2,816
– – 0.01% 228
2021
Q1 		$120K Buy
+2,816
New +$110K 0.01% 223
2020
Q3 		– Sell
-1,265
Closed -$25K – 598
2020
Q2 		$25K Buy
+1,265
New +$25.4K ﹤0.01% 406

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Fund Management's SF Position: Q1 2025 in Review

Harvest Fund Management sold out of Stifel (SF) in Q1 2025, closing a stake of 3,839 shares — an estimated $271K sold.

Harvest Fund Management first reported a position in SF in Q2 2020 and held it in 17 quarters. The position peaked at $271K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Harvest Fund Management reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • Harvest Fund Management sold 3,839 Stifel shares in Q1 2025, an estimated $271K.
  • Harvest Fund Management first reported a position in Stifel in Q2 2020 and held it in 17 quarters.
  • Harvest Fund Management's Stifel position peaked at $271K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Harvest Fund Management's 13F filing for Q1 2025, filed 8 May 2025.