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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mosaic Family Wealth Partners's SF Position: Q4 2025 in Review

Mosaic Family Wealth Partners sold out of Stifel (SF) in Q4 2025, closing a stake of 4,563 shares — an estimated $350K sold.

Mosaic Family Wealth Partners first reported a position in SF in Q4 2022 and held it in 12 quarters. The position peaked at $1.69M in Q4 2024. 629 funds tracked by Wall St. Rank hold SF as of Q4 2025.

Mosaic Family Wealth Partners reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
Mosaic Family Wealth Partners sold 4,563 Stifel shares in Q4 2025, an estimated $350K.
Mosaic Family Wealth Partners first reported a position in Stifel in Q4 2022 and held it in 12 quarters.
Mosaic Family Wealth Partners's Stifel position peaked at $1.69M in Q4 2024.
629 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.