Ossiam’s Stifel SF Stock Holding History

Ossiam’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 Q4	–	Sell	-14,717	Closed	-$1.11M	–	654
2025 Q3	$1.11M	Buy	+14,717	New	+$1.1M	0.01%	448

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ossiam's SF Position: Q4 2025 in Review

Ossiam sold out of Stifel (SF) in Q4 2025, closing a stake of 14,717 shares — an estimated $1.11M sold.

Ossiam first reported a position in SF in Q3 2025 and held it in 1 quarter. The position peaked at $1.11M in Q3 2025. 627 funds tracked by Wall St. Rank hold SF as of Q4 2025.

Ossiam reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
Ossiam sold 14,717 Stifel shares in Q4 2025, an estimated $1.11M.
Ossiam first reported a position in Stifel in Q3 2025 and held it in 1 quarter.
Ossiam's Stifel position peaked at $1.11M in Q3 2025.
627 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Ossiam's 13F filing for Q4 2025, filed 13 Feb 2026.