HAG
SF

HighPoint Advisor Group’s Stifel SF Stock Holding History

HighPoint Advisor Group’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 		– Sell
-4,728
Closed -$395K – 977
2025
Q4 		$395K Sell
4,728
-12
-0.3% -$959 0.01% 745
2025
Q3 		$359K Sell
4,740
-17
-0.4% -$1.27K 0.02% 475
2025
Q2 		$329K Sell
4,757
-46
-1% -$2.83K 0.02% 487
2025
Q1 		$276K Buy
4,803
+258
+6% +$18.2K 0.02% 515
2024
Q4 		$328K Buy
4,545
+81
+2% +$5.78K 0.02% 478
2024
Q3 		$307K Buy
4,464
+78
+2% +$4.45K 0.02% 481
2024
Q2 		$257K Buy
4,386
+106
+2% +$5.62K 0.02% 520
2024
Q1 		$236K Buy
4,280
+48
+1% +$2.36K 0.02% 546
2023
Q4 		$215K Buy
+4,232
New +$174K 0.02% 571

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