Kaufman Rossin Wealth’s Stifel SF Stock Holding History

Kaufman Rossin Wealth’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 Q2	–	Sell	-4,895	Closed	-$308K	–	186
2025 Q1	$308K	Buy	+4,895	New	+$345K	0.22%	88

Other funds holding SF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kaufman Rossin Wealth's SF Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Stifel (SF) in Q2 2025, closing a stake of 4,895 shares — an estimated $308K sold.

Kaufman Rossin Wealth first reported a position in SF in Q1 2025 and held it in 1 quarter. The position peaked at $308K in Q1 2025. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 4,895 Stifel shares in Q2 2025, an estimated $308K.
Kaufman Rossin Wealth first reported a position in Stifel in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Stifel position peaked at $308K in Q1 2025.
487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.