N
SF

Natixis’s Stifel SF Stock Holding History

Natixis’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 		$16.1M Buy
218,011
+125,249
+135% +$9.95M 0.06% 227
2025
Q4 		$7.74M Sell
92,762
-2,071
-2% -$166K 0.03% 382
2025
Q3 		$7.17M Buy
+94,833
New +$7.1M 0.04% 364
2025
Q1 		– Sell
-17,657
Closed -$1.25M – 1172
2024
Q4 		$1.25M Buy
+17,657
New +$1.26M 0.01% 562
2024
Q3 		– Sell
-149,850
Closed -$8.41M – 1096
2024
Q2 		$8.41M Buy
+149,850
New +$7.94M 0.05% 229
2022
Q4 		– Sell
-87,000
Closed -$3.01M – 1325
2022
Q3 		$3.01M Buy
87,000
+9,750
+13% +$384K 0.01% 516
2022
Q2 		$2.89M Buy
+77,250
New +$3.21M 0.01% 575
2017
Q3 		– Sell
-11,705
Closed -$239K – 1348
2017
Q2 		$239K Sell
11,705
-3,343
-22% -$68.6K ﹤0.01% 712
2017
Q1 		$336K Buy
+15,048
New +$347K ﹤0.01% 643

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