OPS
SF

Orion Portfolio Solutions’s Stifel SF Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$4.57M Buy
72,713
+1,448
+2% +$102K 0.04% 372
2024
Q4 		$5.04M Sell
71,265
-567
-0.8% -$40.5K 0.05% 323
2024
Q3 		$4.5M Sell
71,832
-2,067
-3% -$118K 0.04% 361
2024
Q2 		$4.15M Sell
73,899
-3,848
-5% -$204K 0.04% 366
2024
Q1 		$4.05M Buy
77,747
+7,319
+10% +$360K 0.04% 377
2023
Q4 		$3.31M Sell
70,428
-5,940
-8% -$244K 0.04% 417
2023
Q3 		$3.13M Buy
76,368
+29,634
+63% +$1.25M 0.04% 420
2023
Q2 		$1.86M Sell
46,734
-1,818
-4% -$70.9K 0.02% 690
2023
Q1 		$1.91M Buy
+48,552
New +$2.04M 0.02% 613
2020
Q1 		– Sell
-230
Closed -$6K – 2260
2019
Q4 		$6K Buy
+230
New +$6.01K ﹤0.01% 1214

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's SF Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Stifel (SF) stake by 2% in Q1 2025, buying an estimated $102K and bringing the position to 72,713 shares worth $4.57M. The position accounts for 0.04% of the portfolio, ranked #372.

Orion Portfolio Solutions first reported a position in SF in Q4 2019 and has held it in 10 quarters since. The position peaked at $5.04M in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Orion Portfolio Solutions held 72,713 shares of Stifel worth $4.57M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,448 Stifel shares in Q1 2025, an estimated $102K.
  • Stifel made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #372 holding.
  • Orion Portfolio Solutions first reported a position in Stifel in Q4 2019 and has held it in 10 quarters since.
  • Orion Portfolio Solutions's Stifel position peaked at $5.04M in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.