JBF Capital’s Stifel SF Stock Holding History

JBF Capital’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	$1.11M	Hold	15,000	–	–	0.16%	41
2025 Q4	$1.25M	Hold	15,000	–	–	0.18%	32
2025 Q3	$1.13M	Hold	15,000	–	–	0.16%	33
2025 Q2	$1.04M	Hold	15,000	–	–	0.17%	32
2025 Q1	$943K	Hold	15,000	–	–	0.18%	30
2024 Q4	$1.06M	Hold	15,000	–	–	0.18%	32
2024 Q3	$939K	Hold	15,000	–	–	0.14%	52
2024 Q2	$842K	Hold	15,000	–	–	0.13%	49
2024 Q1	$782K	Hold	15,000	–	–	0.13%	50
2023 Q4	$692K	Hold	15,000	–	–	0.14%	45
2023 Q3	$614K	Hold	15,000	–	–	0.14%	37
2023 Q2	$597K	Buy	+15,000	New	+$585K	0.13%	35

Other funds holding SF

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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