NFG
SF

Next Financial Group’s Stifel SF Stock Holding History

Next Financial Group’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
2021
Q4 		$2K Sell
45
-12
-21% -$583 ﹤0.01% 2643
2021
Q3 		$3K Hold
57
– – ﹤0.01% 2406
2021
Q2 		$2K Sell
57
-9
-14% -$404 ﹤0.01% 2449
2021
Q1 		$3K Hold
66
– – ﹤0.01% 2250
2020
Q4 		$2K Buy
+66
New +$1.96K ﹤0.01% 2212

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Next Financial Group's SF Position: Q4 2021 in Review

Next Financial Group reduced its Stifel (SF) stake by 21% in Q4 2021, selling an estimated $583 and leaving 45 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Next Financial Group first reported a position in SF in Q4 2020 and has held it in 5 quarters since. The position peaked at $3K in Q3 2021. 348 funds tracked by Wall St. Rank hold SF as of Q4 2021.

  • Next Financial Group held 45 shares of Stifel worth $2K as of Q4 2021.
  • Next Financial Group sold 12 Stifel shares in Q4 2021, an estimated $583.
  • Stifel made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2643 holding.
  • Next Financial Group first reported a position in Stifel in Q4 2020 and has held it in 5 quarters since.
  • Next Financial Group's Stifel position peaked at $3K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held Stifel as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.