PIP
SF

Palisades Investment Partners’s Stifel SF Stock Holding History

Palisades Investment Partners’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 		$3.62M Buy
49,004
+3,738
+8% +$297K 1.42% 33
2025
Q4 		$3.78M Buy
45,266
+1,053
+2% +$84.2K 1.43% 29
2025
Q3 		$3.34M Buy
44,213
+201
+0.5% +$15K 1.31% 28
2025
Q2 		$3.05M Sell
44,012
-1,233
-3% -$75.7K 1.33% 28
2025
Q1 		$2.84M Buy
45,245
+659
+1% +$46.5K 1.43% 26
2024
Q4 		$3.15M Buy
44,586
+3,769
+9% +$269K 1.33% 26
2024
Q3 		$2.56M Buy
40,817
+2,469
+6% +$141K 1.11% 31
2024
Q2 		$2.15M Buy
+38,348
New +$2.03M 1.07% 31

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