PA
SF

PFG Advisors’s Stifel SF Stock Holding History

PFG Advisors’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
2023
Q3 		– Sell
-6,264
Closed -$249K – 675
2023
Q2 		$249K Hold
6,264
– – 0.02% 574
2023
Q1 		$247K Hold
6,264
– – 0.02% 552
2022
Q4 		$244K Hold
6,264
– – 0.02% 487
2022
Q3 		$217K Hold
6,264
– – 0.02% 478
2022
Q2 		$234K Hold
6,264
– – 0.03% 345
2022
Q1 		$284K Buy
+6,264
New +$301K 0.03% 344

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PFG Advisors's SF Position: Q3 2023 in Review

PFG Advisors sold out of Stifel (SF) in Q3 2023, closing a stake of 6,264 shares — an estimated $249K sold.

PFG Advisors first reported a position in SF in Q1 2022 and held it in 6 quarters. The position peaked at $284K in Q1 2022. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • PFG Advisors reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
  • PFG Advisors sold 6,264 Stifel shares in Q3 2023, an estimated $249K.
  • PFG Advisors first reported a position in Stifel in Q1 2022 and held it in 6 quarters.
  • PFG Advisors's Stifel position peaked at $284K in Q1 2022.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on PFG Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.