Savvy Advisors Inc’s Stifel SF Stock Holding History

Savvy Advisors Inc’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	-2,685	Closed	-$224K	–	1207
2025 Q4	$224K	Buy	+2,685	New	+$215K	0.01%	905

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Savvy Advisors Inc's SF Position: Q1 2026 in Review

Savvy Advisors Inc sold out of Stifel (SF) in Q1 2026, closing a stake of 2,685 shares — an estimated $224K sold.

Savvy Advisors Inc first reported a position in SF in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

Savvy Advisors Inc reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
Savvy Advisors Inc sold 2,685 Stifel shares in Q1 2026, an estimated $224K.
Savvy Advisors Inc first reported a position in Stifel in Q4 2025 and held it in 1 quarter.
Savvy Advisors Inc's Stifel position peaked at $224K in Q4 2025.
630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.