PIM
SF

Plato Investment Management’s Stifel SF Stock Holding History

Plato Investment 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
2025
Q1 		– Sell
-27
Closed -$1.92K – 596
2024
Q4 		$1.92K Hold
27
– – ﹤0.01% 567
2024
Q3 		$1.69K Hold
27
– – ﹤0.01% 526
2024
Q2 		$1.51K Hold
27
– – ﹤0.01% 479
2024
Q1 		$1.41K Hold
27
– – ﹤0.01% 468
2023
Q4 		$1.24K Buy
+27
New +$1.11K ﹤0.01% 430

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's SF Position: Q1 2025 in Review

Plato Investment Management sold out of Stifel (SF) in Q1 2025, closing a stake of 27 shares — an estimated $1.92K sold.

Plato Investment Management first reported a position in SF in Q4 2023 and held it in 5 quarters. The position peaked at $1.92K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Plato Investment Management reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 27 Stifel shares in Q1 2025, an estimated $1.92K.
  • Plato Investment Management first reported a position in Stifel in Q4 2023 and held it in 5 quarters.
  • Plato Investment Management's Stifel position peaked at $1.92K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.