Pictet Asset Management

Pictet Asset Management’s Stifel SF Stock Holding History

Pictet Asset Management’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	$1.78M	Buy	24,034 +1,667	+7%	+$132K	﹤0.01%	927
2025 Q4	$1.87M	Buy	22,367 +1,284	+6%	+$103K	﹤0.01%	918
2025 Q3	$1.59M	Sell	21,083 -2,274	-10%	-$170K	﹤0.01%	922
2025 Q2	$1.62M	Sell	23,357 -1,111	-5%	-$68.2K	﹤0.01%	912
2025 Q1	$1.54M	Buy	24,468 +1,870	+8%	+$132K	﹤0.01%	931
2024 Q4	$1.6M	Buy	22,598 +1,662	+8%	+$119K	﹤0.01%	939
2024 Q3	$1.31M	Buy	20,936 +1,238	+6%	+$70.6K	﹤0.01%	950
2024 Q2	$1.11M	Buy	19,698 +643	+3%	+$34.1K	﹤0.01%	971
2024 Q1	$993K	Buy	19,055 +285	+2%	+$14K	﹤0.01%	1029
2023 Q4	$865K	Hold	18,770	–	–	﹤0.01%	1033
2023 Q3	$769K	Buy	+18,770	New	+$791K	﹤0.01%	1055

Other funds holding SF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

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

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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