RFG
SF

RFP Financial Group’s Stifel SF Stock Holding History

RFP Financial 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
2024
Q3 		– Sell
-36
Closed -$2.02K – 665
2024
Q2 		$2.02K Hold
36
– – ﹤0.01% 711
2024
Q1 		$1.88K Hold
36
– – ﹤0.01% 685
2023
Q4 		$1.66K Hold
36
– – ﹤0.01% 708
2023
Q3 		$1.48K Hold
36
– – ﹤0.01% 714
2023
Q2 		$1.43K Hold
36
– – ﹤0.01% 759
2023
Q1 		$1.42K Hold
36
– – ﹤0.01% 577
2022
Q4 		$1.4K Buy
+36
New +$1.42K ﹤0.01% 725

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RFP Financial Group's SF Position: Q3 2024 in Review

RFP Financial Group sold out of Stifel (SF) in Q3 2024, closing a stake of 36 shares — an estimated $2.02K sold.

RFP Financial Group first reported a position in SF in Q4 2022 and held it in 7 quarters. The position peaked at $2.02K in Q2 2024. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • RFP Financial Group reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 36 Stifel shares in Q3 2024, an estimated $2.02K.
  • RFP Financial Group first reported a position in Stifel in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Stifel position peaked at $2.02K in Q2 2024.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.