PFS Investments’s Stifel SF Stock Holding History

PFS Investments’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 Q2	$2.51M	Buy	63,173 +8,066	+15%	+$315K	0.04%	305
2023 Q1	$2.07M	Buy	+55,107	New	+$2.32M	0.04%	303

Other funds holding SF

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PFS Investments's SF Position: Q2 2023 in Review

PFS Investments increased its Stifel (SF) stake by 15% in Q2 2023, buying an estimated $315K and bringing the position to 63,173 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #305.

PFS Investments first reported a position in SF in Q1 2023 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold SF as of Q2 2023.

PFS Investments held 63,173 shares of Stifel worth $2.51M as of Q2 2023.
PFS Investments bought 8,066 Stifel shares in Q2 2023, an estimated $315K.
Stifel made up 0.04% of PFS Investments's portfolio in Q2 2023, its #305 holding.
PFS Investments first reported a position in Stifel in Q1 2023 and has held it in 2 quarters since.
367 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.