MFWP
SF

Mosaic Family Wealth Partners’s Stifel SF Stock Holding History

Mosaic Family Wealth Partners’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
Q4 		– Sell
-4,563
Closed -$350K – 253
2025
Q3 		$350K Hold
4,563
– – 0.04% 171
2025
Q2 		$316K Sell
4,563
-19,383
-81% -$1.19M 0.04% 173
2025
Q1 		$1.5M Hold
23,946
– – 0.21% 52
2024
Q4 		$1.69M Hold
23,946
– – 0.24% 47
2024
Q3 		$1.5M Hold
23,946
– – 0.22% 51
2024
Q2 		$1.34M Hold
23,946
– – 0.22% 58
2024
Q1 		$1.25M Hold
23,946
– – 0.21% 59
2023
Q4 		$1.1M Hold
23,946
– – 0.19% 61
2023
Q3 		$981K Hold
23,946
– – 0.2% 56
2023
Q2 		$953K Sell
23,946
-2
-0% -$78 0.19% 64
2023
Q1 		$943K Buy
23,948
+2
+0% +$84 0.2% 64
2022
Q4 		$932K Buy
+23,946
New +$947K 0.26% 63

Other funds holding SF

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Wellington Management Group
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State Street
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return