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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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Lodestone Wealth Management's SFL Position: Q1 2026 in Review

Lodestone Wealth Management increased its SFL Corp (SFL) stake by 1.9% in Q1 2026, buying an estimated $242 and bringing the position to 1,309 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #461.

Lodestone Wealth Management first reported a position in SFL in Q4 2025 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold SFL as of Q1 2026.

  • Lodestone Wealth Management held 1,309 shares of SFL Corp worth $14.1K as of Q1 2026.
  • Lodestone Wealth Management bought 25 SFL Corp shares in Q1 2026, an estimated $242.
  • SFL Corp made up 0.01% of Lodestone Wealth Management's portfolio in Q1 2026, its #461 holding.
  • Lodestone Wealth Management first reported a position in SFL Corp in Q4 2025 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held SFL Corp as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.