HWA
SF

HCR Wealth Advisors’s Stifel SF Stock Holding History

HCR Wealth 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
2026
Q2 		$318K Sell
4,554
-24
-0.5% -$1.79K 0.03% 206
2026
Q1 		$338K Buy
4,578
+24
+0.5% +$1.91K 0.04% 186
2025
Q4 		$380K Sell
4,554
-3
-0.1% -$240 0.04% 178
2025
Q3 		$341K Hold
4,557
– – 0.04% 184
2025
Q2 		$315K Hold
4,557
– – 0.04% 180
2025
Q1 		$286K Hold
4,557
– – 0.04% 185
2024
Q4 		$322K Sell
4,557
-30
-0.7% -$2.14K 0.04% 173
2024
Q3 		$287K Hold
4,587
– – 0.04% 182
2024
Q2 		$257K Hold
4,587
– – 0.04% 187
2024
Q1 		$239K Hold
4,587
– – 0.04% 194
2023
Q4 		$211K Buy
+4,587
New +$189K 0.03% 194

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
YIH
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
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return