Sagespring Wealth Partners’s Stifel SF Stock Holding History

Sagespring Wealth Partners’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
2026 Q1	–	Sell	-2,556	Closed	-$213K	–	845
2025 Q4	$213K	Buy	+2,556	New	+$204K	﹤0.01%	749

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sagespring Wealth Partners's SF Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Stifel (SF) in Q1 2026, closing a stake of 2,556 shares — an estimated $213K sold.

Sagespring Wealth Partners first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Sagespring Wealth Partners reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
Sagespring Wealth Partners sold 2,556 Stifel shares in Q1 2026, an estimated $213K.
Sagespring Wealth Partners first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
Sagespring Wealth Partners's Stifel position peaked at $213K in Q4 2025.
632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.