NS
SF

NBC Securities’s Stifel SF Stock Holding History

NBC Securities’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 		$29.1K Sell
394
-1
-0.3% -$79 ﹤0.01% 1550
2025
Q4 		$32.9K Sell
395
-70
-15% -$5.59K ﹤0.01% 1536
2025
Q3 		$35.2K Buy
465
+46
+11% +$3.44K ﹤0.01% 1471
2025
Q2 		$28K Hold
419
– – ﹤0.01% 1563
2025
Q1 		$26K Buy
+419
New +$29.5K ﹤0.01% 1383
2024
Q4 		– Sell
-483
Closed -$30K – 1929
2024
Q3 		$30K Hold
483
– – ﹤0.01% 1345
2024
Q2 		$27K Hold
483
– – ﹤0.01% 1345
2024
Q1 		$25K Hold
483
– – ﹤0.01% 1378
2023
Q4 		$22K Hold
483
– – ﹤0.01% 1452
2023
Q3 		$19K Buy
+483
New +$20.3K ﹤0.01% 1473

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