RCM
SF

Raleigh Capital Management’s Stifel SF Stock Holding History

Raleigh Capital 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
-30
Closed -$2.12K – 963
2024
Q4 		$2.12K Hold
30
– – ﹤0.01% 829
2024
Q3 		$1.88K Hold
30
– – ﹤0.01% 823
2024
Q2 		$1.68K Hold
30
– – ﹤0.01% 802
2024
Q1 		$1.56K Buy
30
+22
+275% +$1.08K ﹤0.01% 798
2023
Q4 		$346 Buy
+8
New +$329 ﹤0.01% 1022

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

Raleigh Capital Management's SF Position: Q1 2025 in Review

Raleigh Capital Management sold out of Stifel (SF) in Q1 2025, closing a stake of 30 shares — an estimated $2.12K sold.

Raleigh Capital Management first reported a position in SF in Q4 2023 and held it in 5 quarters. The position peaked at $2.12K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Raleigh Capital Management reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 30 Stifel shares in Q1 2025, an estimated $2.12K.
  • Raleigh Capital Management first reported a position in Stifel in Q4 2023 and held it in 5 quarters.
  • Raleigh Capital Management's Stifel position peaked at $2.12K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.