RA
SF

Rise Advisors’s Stifel SF Stock Holding History

Rise Advisors’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
Q4 		– Sell
-311
Closed -$23.5K – 1194
2025
Q3 		$23.5K Hold
311
– – 0.01% 488
2025
Q2 		$21.4K Buy
311
+2
+0.6% +$123 0.01% 492
2025
Q1 		$19.4K Sell
309
-96
-24% -$6.77K 0.01% 512
2024
Q4 		$28.7K Buy
405
+1
+0.2% +$71 0.01% 417
2024
Q3 		$25.3K Buy
404
+2
+0.5% +$114 0.01% 518
2024
Q2 		$22.5K Buy
402
+3
+0.8% +$159 0.01% 548
2024
Q1 		$20.8K Buy
+399
New +$19.6K 0.01% 625

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Rise Advisors's SF Position: Q4 2025 in Review

Rise Advisors sold out of Stifel (SF) in Q4 2025, closing a stake of 311 shares — an estimated $23.5K sold.

Rise Advisors first reported a position in SF in Q1 2024 and held it in 7 quarters. The position peaked at $28.7K in Q4 2024. 629 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • Rise Advisors reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 311 Stifel shares in Q4 2025, an estimated $23.5K.
  • Rise Advisors first reported a position in Stifel in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Stifel position peaked at $28.7K in Q4 2024.
  • 629 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.