JSAM
SF

J. Safra Asset Management’s Stifel SF Stock Holding History

J. Safra Asset 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
Q4 		– Sell
-39
Closed -$2.95K – 678
2025
Q3 		$2.95K Sell
39
-150
-79% -$11.2K ﹤0.01% 350
2025
Q2 		$13.1K Sell
189
-81
-30% -$4.97K ﹤0.01% 275
2025
Q1 		$17K Buy
270
+16
+6% +$1.13K ﹤0.01% 251
2024
Q4 		$17.9K Buy
254
+72
+40% +$5.14K ﹤0.01% 258
2024
Q3 		$11.3K Buy
+182
New +$10.4K ﹤0.01% 232

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

J. Safra Asset Management's SF Position: Q4 2025 in Review

J. Safra Asset Management sold out of Stifel (SF) in Q4 2025, closing a stake of 39 shares — an estimated $2.95K sold.

J. Safra Asset Management first reported a position in SF in Q3 2024 and held it in 5 quarters. The position peaked at $17.9K in Q4 2024. 629 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • J. Safra Asset Management reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 39 Stifel shares in Q4 2025, an estimated $2.95K.
  • J. Safra Asset Management first reported a position in Stifel in Q3 2024 and held it in 5 quarters.
  • J. Safra Asset Management's Stifel position peaked at $17.9K in Q4 2024.
  • 629 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.