PAG
SF

Private Advisor Group’s Stifel SF Stock Holding History

Private Advisor Group’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 		$602K Sell
8,144
-3,897
-32% -$309K ﹤0.01% 1741
2025
Q4 		$1.01M Buy
12,041
+2,517
+26% +$201K ﹤0.01% 1406
2025
Q3 		$720K Buy
9,524
+6
+0.1% +$449 ﹤0.01% 1563
2025
Q2 		$658K Buy
+9,518
New +$585K ﹤0.01% 1537
2025
Q1 		– Sell
-4,085
Closed -$289K – 2406
2024
Q4 		$289K Sell
4,085
-303
-7% -$21.6K ﹤0.01% 1879
2024
Q3 		$275K Buy
4,388
+21
+0.5% +$1.2K ﹤0.01% 2004
2024
Q2 		$245K Buy
4,367
+84
+2% +$4.45K ﹤0.01% 2025
2024
Q1 		$223K Buy
+4,283
New +$211K ﹤0.01% 2047
2022
Q1 		– Sell
-4,781
Closed -$224K – 2261
2021
Q4 		$224K Sell
4,781
-4,630
-49% -$225K ﹤0.01% 1874
2021
Q3 		$426K Buy
9,411
+4,717
+100% +$210K ﹤0.01% 1588
2021
Q2 		$203K Sell
4,694
-580
-11% -$26K ﹤0.01% 1821
2021
Q1 		$225K Buy
+5,274
New +$206K ﹤0.01% 1682

Other funds holding SF

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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