Kestra Investment Management’s Stifel SF Stock Holding History

Kestra Investment 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 Q1	–	Sell	-59	Closed	-$4.17K	–	1329
2024 Q4	$4.17K	Buy	+59	New	+$4.21K	﹤0.01%	932

Other funds holding SF

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

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

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Investment Management's SF Position: Q1 2025 in Review

Kestra Investment Management sold out of Stifel (SF) in Q1 2025, closing a stake of 59 shares — an estimated $4.17K sold.

Kestra Investment Management first reported a position in SF in Q4 2024 and held it in 1 quarter. The position peaked at $4.17K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

Kestra Investment Management reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 59 Stifel shares in Q1 2025, an estimated $4.17K.
Kestra Investment Management first reported a position in Stifel in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's Stifel position peaked at $4.17K in Q4 2024.
521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.