Inspire Investing’s Stifel SF Stock Holding History

Inspire Investing’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 Q4	–	Sell	-13,845	Closed	-$1.05M	–	1165
2025 Q3	$1.05M	Buy	+13,845	New	+$1.04M	0.1%	216
2025 Q2	–	Sell	-11,826	Closed	-$743K	–	864
2025 Q1	$743K	Buy	+11,826	New	+$834K	0.09%	230
2024 Q3	–	Sell	-6,278	Closed	-$352K	–	895
2024 Q2	$352K	Sell	6,278 -615	-9%	-$32.6K	0.04%	544
2024 Q1	$359K	Sell	6,893 -1,426	-17%	-$70.2K	0.04%	532
2023 Q4	$384K	Buy	8,319 +849	+11%	+$34.9K	0.04%	587
2023 Q3	$306K	Sell	7,470 -399	-5%	-$16.8K	0.04%	667
2023 Q2	$313K	Buy	7,869 +954	+14%	+$37.2K	0.04%	679
2023 Q1	$272K	Buy	6,915 +880	+15%	+$37K	0.03%	665
2022 Q4	$235K	Buy	6,035 +65	+1%	+$2.57K	0.03%	666
2022 Q3	$207K	Buy	5,970 +340	+6%	+$13.4K	0.03%	539
2022 Q2	$210K	Buy	5,630 +479	+9%	+$19.9K	0.03%	747
2022 Q1	$233K	Sell	5,151 -68	-1%	-$3.27K	0.03%	762
2021 Q4	$245K	Buy	5,219 +170	+3%	+$8.26K	0.03%	734
2021 Q3	$229K	Buy	+5,049	New	+$225K	0.03%	619

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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