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 – 1195
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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