SAG
SF

SageView Advisory Group’s Stifel SF Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-1,412
Closed -$118K – 2096
2025
Q4 		$118K Buy
+1,412
New +$113K ﹤0.01% 779
2024
Q2 		– Sell
-24,009
Closed -$1.46M – 729
2024
Q1 		$1.46M Buy
+24,009
New +$1.18M 0.07% 146

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SageView Advisory Group's SF Position: Q1 2026 in Review

SageView Advisory Group sold out of Stifel (SF) in Q1 2026, closing a stake of 1,412 shares — an estimated $118K sold.

SageView Advisory Group first reported a position in SF in Q1 2024 and held it in 2 quarters. The position peaked at $1.46M in Q1 2024. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • SageView Advisory Group reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,412 Stifel shares in Q1 2026, an estimated $118K.
  • SageView Advisory Group first reported a position in Stifel in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Stifel position peaked at $1.46M in Q1 2024.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.