Physician Wealth Advisors’s SFL Corp SFL Stock Holding History

Physician Wealth Advisors’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-71	Closed	-$767	–	2442
2026 Q1	$767	Hold	71	–	–	﹤0.01%	1792
2025 Q4	$555	Buy	+71	New	+$545	﹤0.01%	1831
2025 Q3	–	Sell	-105	Closed	-$875	–	2036
2025 Q2	$875	Buy	+105	New	+$871	﹤0.01%	1518

Other funds holding SFL

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LBWM

Left Brain Wealth Management Naperville, Illinois $332M AUM 76.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Physician Wealth Advisors's SFL Position: Q2 2026 in Review

Physician Wealth Advisors sold out of SFL Corp (SFL) in Q2 2026, closing a stake of 71 shares — an estimated $767 sold.

Physician Wealth Advisors first reported a position in SFL in Q2 2025 and held it in 3 quarters. The position peaked at $875 in Q2 2025. 56 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

Physician Wealth Advisors reported no remaining SFL Corp position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 71 SFL Corp shares in Q2 2026, an estimated $767.
Physician Wealth Advisors first reported a position in SFL Corp in Q2 2025 and held it in 3 quarters.
Physician Wealth Advisors's SFL Corp position peaked at $875 in Q2 2025.
56 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.