Next Level Private’s Stifel SF Stock Holding History

Next Level Private’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	–	Sell	-2,445	Closed	-$204K	–	184
2025 Q4	$204K	Buy	+2,445	New	+$195K	0.05%	156

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Next Level Private's SF Position: Q1 2026 in Review

Next Level Private sold out of Stifel (SF) in Q1 2026, closing a stake of 2,445 shares — an estimated $204K sold.

Next Level Private first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Next Level Private reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
Next Level Private sold 2,445 Stifel shares in Q1 2026, an estimated $204K.
Next Level Private first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
Next Level Private's Stifel position peaked at $204K in Q4 2025.
634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Next Level Private's 13F filing for Q1 2026, filed 23 Apr 2026.