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SF

NewEdge Advisors’s Stifel SF Stock Holding History

NewEdge Advisors’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 		$1.31M Buy
17,740
+2,092
+13% +$166K ﹤0.01% 1341
2025
Q4 		$1.31M Buy
15,648
+2,856
+22% +$228K ﹤0.01% 1323
2025
Q3 		$968K Buy
12,792
+9,199
+256% +$689K ﹤0.01% 1415
2025
Q2 		$249K Sell
3,593
-417
-10% -$25.6K ﹤0.01% 2115
2025
Q1 		$252K Buy
4,010
+221
+6% +$15.6K ﹤0.01% 1995
2024
Q4 		$268K Buy
3,789
+240
+7% +$17.1K ﹤0.01% 1940
2024
Q3 		$222K Buy
3,549
+3,246
+1,071% +$185K ﹤0.01% 1954
2024
Q2 		$17K Sell
303
-483
-61% -$25.6K ﹤0.01% 2675
2024
Q1 		$41K Sell
786
-521
-40% -$25.7K ﹤0.01% 2378
2023
Q4 		$60.3K Buy
1,307
+828
+173% +$34K ﹤0.01% 2164
2023
Q3 		$19.6K Buy
479
+351
+274% +$14.8K ﹤0.01% 2391
2023
Q2 		$5.07K Buy
128
+53
+71% +$2.07K ﹤0.01% 2810
2023
Q1 		$2.96K Sell
75
-128
-63% -$5.38K ﹤0.01% 2938
2022
Q4 		$4.96K Buy
+203
New +$8.03K ﹤0.01% 2595
2017
Q3 		– Sell
-90
Closed -$1.87K – 991
2017
Q2 		$1.87K Buy
+90
New +$1.85K ﹤0.01% 1315

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