SPA
SF

Sherbrooke Park Advisers’s Stifel SF Stock Holding History

Sherbrooke Park Advisers’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
-6,485
Closed -$491K – 487
2025
Q3 		$491K Buy
6,485
+2,673
+70% +$200K 0.23% 171
2025
Q2 		$264K Sell
3,812
-13,449
-78% -$826K 0.11% 328
2025
Q1 		$1.08M Buy
17,261
+12,476
+261% +$880K 0.51% 17
2024
Q4 		$338K Buy
+4,785
New +$342K 0.11% 345
2024
Q2 		– Sell
-19,460
Closed -$1.01M – 1173
2024
Q1 		$1.01M Buy
+19,460
New +$958K 0.2% 149
2023
Q3 		– Sell
-8,076
Closed -$321K – 610
2023
Q2 		$321K Buy
+8,076
New +$315K 0.17% 245

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
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 $113B AUM 38.87% 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

Sherbrooke Park Advisers's SF Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Stifel (SF) in Q4 2025, closing a stake of 6,485 shares — an estimated $491K sold.

Sherbrooke Park Advisers first reported a position in SF in Q2 2023 and held it in 6 quarters. The position peaked at $1.08M in Q1 2025. 627 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 6,485 Stifel shares in Q4 2025, an estimated $491K.
  • Sherbrooke Park Advisers first reported a position in Stifel in Q2 2023 and held it in 6 quarters.
  • Sherbrooke Park Advisers's Stifel position peaked at $1.08M in Q1 2025.
  • 627 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.