HWM
SF

Hemington Wealth Management’s Stifel SF Stock Holding History

Hemington Wealth 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
Q3 		$35K Buy
476
+26
+6% +$1.95K ﹤0.01% 459
2025
Q2 		$31K Buy
450
+33
+8% +$2.03K ﹤0.01% 470
2025
Q1 		$26K Buy
417
+30
+8% +$2.12K ﹤0.01% 504
2024
Q4 		$27K Buy
387
+73
+23% +$5.21K 0.01% 468
2024
Q3 		$21K Buy
+314
New +$17.9K 0.01% 493

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

Hemington Wealth Management's SF Position: Q3 2025 in Review

Hemington Wealth Management increased its Stifel (SF) stake by 5.8% in Q3 2025, buying an estimated $1.95K and bringing the position to 476 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Hemington Wealth Management first reported a position in SF in Q3 2024 and has held it in 5 quarters since. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Hemington Wealth Management held 476 shares of Stifel worth $35K as of Q3 2025.
  • Hemington Wealth Management bought 26 Stifel shares in Q3 2025, an estimated $1.95K.
  • Stifel made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #459 holding.
  • Hemington Wealth Management first reported a position in Stifel in Q3 2024 and has held it in 5 quarters since.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.