Krilogy Financial
SFIX icon

Krilogy Financial’s Stitch Fix SFIX Stock Holding History

Krilogy Financial’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-15,670
Closed -$64.4K – 1170
2026
Q2 		$64.4K Buy
15,670
+1,860
+13% +$6.76K ﹤0.01% 1025
2026
Q1 		$51.1K Buy
+13,810
New +$56.3K ﹤0.01% 949

Other funds holding SFIX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Krilogy Financial's SFIX Position: Q3 2026 in Review

Krilogy Financial sold out of Stitch Fix (SFIX) in Q3 2026, closing a stake of 15,670 shares — an estimated $64.4K sold.

Krilogy Financial first reported a position in SFIX in Q1 2026 and held it in 2 quarters. The position peaked at $64.4K in Q2 2026. 10 funds tracked by Wall St. Rank hold SFIX as of Q3 2026.

  • Krilogy Financial reported no remaining Stitch Fix position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 15,670 Stitch Fix shares in Q3 2026, an estimated $64.4K.
  • Krilogy Financial first reported a position in Stitch Fix in Q1 2026 and held it in 2 quarters.
  • Krilogy Financial's Stitch Fix position peaked at $64.4K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.