LWM
SFL icon

Lodestone Wealth Management’s SFL Corp SFL Stock Holding History

Lodestone Wealth Management’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.9K Buy
1,357
+23
+2% +$280 0.01% 453
2026
Q2 		$13.6K Buy
1,334
+25
+2% +$284 ﹤0.01% 477
2026
Q1 		$14.1K Buy
1,309
+25
+2% +$242 0.01% 461
2025
Q4 		$10K Buy
+1,284
New +$9.86K ﹤0.01% 510

Other funds holding SFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Lodestone Wealth Management's SFL Position: Q3 2026 in Review

Lodestone Wealth Management increased its SFL Corp (SFL) stake by 1.7% in Q3 2026, buying an estimated $280 and bringing the position to 1,357 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #453.

Lodestone Wealth Management first reported a position in SFL in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold SFL as of Q3 2026.

  • Lodestone Wealth Management held 1,357 shares of SFL Corp worth $17.9K as of Q3 2026.
  • Lodestone Wealth Management bought 23 SFL Corp shares in Q3 2026, an estimated $280.
  • SFL Corp made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #453 holding.
  • Lodestone Wealth Management first reported a position in SFL Corp in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held SFL Corp as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.