Moisand Fitzgerald Tamayo’s Stifel SF Stock Holding History

Moisand Fitzgerald Tamayo’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
2026 Q2	$2.58K	Hold	37	–	–	﹤0.01%	483
2026 Q1	$2.74K	Sell	37 -1	-3%	-$79	﹤0.01%	454
2025 Q4	$3.13K	Hold	38	–	–	﹤0.01%	447
2025 Q3	$2.84K	Hold	38	–	–	﹤0.01%	481
2025 Q2	$2.6K	Hold	38	–	–	﹤0.01%	483
2025 Q1	$2.36K	Hold	38	–	–	﹤0.01%	491
2024 Q4	$2.65K	Hold	38	–	–	﹤0.01%	491
2024 Q3	$2.35K	Hold	38	–	–	﹤0.01%	515
2024 Q2	$2.1K	Hold	38	–	–	﹤0.01%	496
2024 Q1	$1.96K	Hold	38	–	–	﹤0.01%	492
2023 Q4	$1.73K	Hold	38	–	–	﹤0.01%	558
2023 Q3	$1.54K	Hold	38	–	–	﹤0.01%	601
2023 Q2	$1.49K	Hold	38	–	–	﹤0.01%	597
2023 Q1	$1.48K	Hold	38	–	–	﹤0.01%	610
2022 Q4	$1.46K	Buy	+38	New	+$1.5K	﹤0.01%	612

Other funds holding SF

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return