I
SF

InceptionR’s Stifel SF Stock Holding History

InceptionR’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 		$473K Sell
6,396
-13,734
-68% -$1.09M 0.11% 327
2025
Q4 		$1.68M Buy
+20,130
New +$1.61M 0.47% 19
2025
Q2 		– Sell
-8,421
Closed -$529K – 831
2025
Q1 		$529K Buy
+8,421
New +$594K 0.16% 261
2024
Q4 		– Sell
-13,275
Closed -$831K – 848
2024
Q3 		$831K Buy
13,275
+5,035
+61% +$287K 0.2% 185
2024
Q2 		$462K Buy
+8,240
New +$437K 0.13% 299
2024
Q1 		– Sell
-10,797
Closed -$498K – 716
2023
Q4 		$498K Sell
10,797
-3,662
-25% -$151K 0.36% 103
2023
Q3 		$592K Buy
14,459
+8,355
+137% +$352K 0.34% 110
2023
Q2 		$243K Sell
6,104
-7,560
-55% -$295K 0.13% 319
2023
Q1 		$538K Sell
13,664
-7,623
-36% -$320K 0.17% 227
2022
Q4 		$828K Buy
+21,287
New +$842K 0.44% 61

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