LFA
SF

LGT Financial Advisors’s Stifel SF Stock Holding History

LGT Financial Advisors’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
-78
Closed -$5.52K – 651
2024
Q4 		$5.52K Hold
78
– – 0.01% 531
2024
Q3 		$4.88K Hold
78
– – 0.01% 538
2024
Q2 		$4.38K Hold
78
– – 0.01% 620
2024
Q1 		$4.07K Hold
78
– – ﹤0.01% 652
2023
Q4 		$3.6K Hold
78
– – ﹤0.01% 691
2023
Q3 		$3.19K Buy
+78
New +$3.29K ﹤0.01% 710

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's SF Position: Q1 2025 in Review

LGT Financial Advisors sold out of Stifel (SF) in Q1 2025, closing a stake of 78 shares — an estimated $5.52K sold.

LGT Financial Advisors first reported a position in SF in Q3 2023 and held it in 6 quarters. The position peaked at $5.52K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • LGT Financial Advisors reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 78 Stifel shares in Q1 2025, an estimated $5.52K.
  • LGT Financial Advisors first reported a position in Stifel in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Stifel position peaked at $5.52K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.