PWAM
SF

Private Wealth Asset Management’s Stifel SF Stock Holding History

Private Wealth 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
2025
Q2 		– Sell
-17
Closed -$1.04K – 1218
2025
Q1 		$1.04K Buy
+17
New +$1.2K ﹤0.01% 879

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Wealth Asset Management's SF Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Stifel (SF) in Q2 2025, closing a stake of 17 shares — an estimated $1.04K sold.

Private Wealth Asset Management first reported a position in SF in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 17 Stifel shares in Q2 2025, an estimated $1.04K.
  • Private Wealth Asset Management first reported a position in Stifel in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Stifel position peaked at $1.04K in Q1 2025.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.