MV Capital Management’s Stifel SF Stock Holding History

MV Capital 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
2025 Q2	–	Sell	-3	Closed	-$189	–	1120
2025 Q1	$189	Buy	+3	New	+$211	﹤0.01%	931

Other funds holding SF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MV Capital Management's SF Position: Q2 2025 in Review

MV Capital Management sold out of Stifel (SF) in Q2 2025, closing a stake of 3 shares — an estimated $189 sold.

MV Capital Management first reported a position in SF in Q1 2025 and held it in 1 quarter. The position peaked at $189 in Q1 2025. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

MV Capital Management reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
MV Capital Management sold 3 Stifel shares in Q2 2025, an estimated $189.
MV Capital Management first reported a position in Stifel in Q1 2025 and held it in 1 quarter.
MV Capital Management's Stifel position peaked at $189 in Q1 2025.
487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on MV Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.