LFA
SFIX

Legend Financial Advisors’s Stitch Fix SFIX Stock Holding History

Legend Financial Advisors’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
2025
Q1 		– Sell
-4
Closed -$17 – 213
2024
Q4 		$17 Hold
4
– – ﹤0.01% 265
2024
Q3 		$11 Hold
4
– – ﹤0.01% 157
2024
Q2 		$17 Buy
+4
New +$11 ﹤0.01% 291

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legend Financial Advisors's SFIX Position: Q1 2025 in Review

Legend Financial Advisors sold out of Stitch Fix (SFIX) in Q1 2025, closing a stake of 4 shares — an estimated $17 sold.

Legend Financial Advisors first reported a position in SFIX in Q2 2024 and held it in 3 quarters. The position peaked at $17 in Q4 2024. 165 funds tracked by Wall St. Rank hold SFIX as of Q1 2025.

  • Legend Financial Advisors reported no remaining Stitch Fix position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 4 Stitch Fix shares in Q1 2025, an estimated $17.
  • Legend Financial Advisors first reported a position in Stitch Fix in Q2 2024 and held it in 3 quarters.
  • Legend Financial Advisors's Stitch Fix position peaked at $17 in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.