RWM
SF

Ruedi Wealth Management’s Stifel SF Stock Holding History

Ruedi Wealth 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
-65
Closed -$4.05K – 272
2025
Q1 		$4.05K Hold
65
– – ﹤0.01% 228
2024
Q4 		$4.56K Hold
65
– – ﹤0.01% 220
2024
Q3 		$4.04K Sell
65
-64
-50% -$3.65K ﹤0.01% 229
2024
Q2 		$7.24K Buy
+129
New +$6.84K ﹤0.01% 213

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

Ruedi Wealth Management's SF Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Stifel (SF) in Q2 2025, closing a stake of 65 shares — an estimated $4.05K sold.

Ruedi Wealth Management first reported a position in SF in Q2 2024 and held it in 4 quarters. The position peaked at $7.24K in Q2 2024. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 65 Stifel shares in Q2 2025, an estimated $4.05K.
  • Ruedi Wealth Management first reported a position in Stifel in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Stifel position peaked at $7.24K in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.