IAN
SF

Integrated Advisors Network’s Stifel SF Stock Holding History

Integrated Advisors Network’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
-4,061
Closed -$339K – 773
2025
Q4 		$339K Sell
4,061
-58
-1% -$4.63K 0.02% 562
2025
Q3 		$312K Sell
4,119
-47
-1% -$3.52K 0.01% 615
2025
Q2 		$288K Buy
4,166
+687
+20% +$42.2K 0.01% 630
2025
Q1 		$219K Sell
3,479
-64,462
-95% -$4.54M 0.01% 668
2024
Q4 		$4.8M Sell
67,941
-4,628
-6% -$330K 0.23% 109
2024
Q3 		$4.54M Sell
72,569
-3,811
-5% -$217K 0.22% 120
2024
Q2 		$4.28M Sell
76,380
-962
-1% -$51K 0.22% 118
2024
Q1 		$4.03M Sell
77,342
-753
-1% -$37.1K 0.21% 135
2023
Q4 		$3.6M Buy
+78,095
New +$3.21M 0.2% 142

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