MM
SF

MQS Management’s Stifel SF Stock Holding History

MQS Management’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
Q1 		$277K Buy
+3,749
New +$298K 0.19% 254
2025
Q2 		– Sell
-8,964
Closed -$563K – 630
2025
Q1 		$563K Buy
+8,964
New +$632K 0.32% 95
2024
Q2 		– Sell
-13,494
Closed -$703K – 637
2024
Q1 		$703K Buy
+13,494
New +$664K 0.4% 57
2023
Q3 		– Sell
-11,582
Closed -$461K – 602
2023
Q2 		$461K Buy
+11,582
New +$452K 0.31% 105
2022
Q3 		– Sell
-8,559
Closed -$320K – 561
2022
Q2 		$320K Buy
+8,559
New +$355K 0.22% 200

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return