JFGIW
SF

Johnson Financial Group Inc (Wisconsin)’s Stifel SF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$187K Sell
2,530
-1
-0% -$79 0.01% 327
2025
Q4 		$211K Sell
2,531
-963
-28% -$77K 0.01% 319
2025
Q3 		$264K Buy
+3,494
New +$262K 0.01% 316
2025
Q2 		– Sell
-6,210
Closed -$390K – 879
2025
Q1 		$390K Buy
6,210
+6,112
+6,237% +$431K 0.02% 252
2024
Q4 		$7.53K Sell
98
-6,282
-98% -$448K ﹤0.01% 673
2024
Q3 		$399K Buy
6,380
+3,336
+110% +$190K 0.02% 263
2024
Q2 		$171K Buy
+3,044
New +$161K 0.01% 327
2022
Q1 		– Sell
-30
Closed -$1K – 796
2021
Q4 		$1K Sell
30
-30
-50% -$1.46K ﹤0.01% 748
2021
Q3 		$3K Hold
60
– – ﹤0.01% 621
2021
Q2 		$3K Buy
+60
New +$2.69K ﹤0.01% 632

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