SIC
SF

SJS Investment Consulting’s Stifel SF Stock Holding History

SJS Investment Consulting’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 		$94.3K Buy
1,276
+490
+62% +$38.9K 0.01% 223
2025
Q4 		$65.6K Buy
786
+339
+76% +$27.1K 0.01% 274
2025
Q3 		$33.8K Buy
447
+429
+2,383% +$32.1K ﹤0.01% 430
2025
Q2 		$1.25K Sell
18
-14
-44% -$860 ﹤0.01% 739
2025
Q1 		$1.98K Sell
32
-7
-18% -$493 ﹤0.01% 731
2024
Q4 		$2.76K Buy
39
+1
+3% +$71 ﹤0.01% 586
2024
Q3 		$2.35K Hold
38
– – ﹤0.01% 722
2024
Q2 		$2.1K Hold
38
– – ﹤0.01% 693
2024
Q1 		$1.96K Buy
38
+2
+6% +$98 ﹤0.01% 763
2023
Q4 		$1.66K Sell
36
-8
-18% -$329 ﹤0.01% 742
2023
Q3 		$1.78K Buy
44
+11
+33% +$463 ﹤0.01% 686
2023
Q2 		$1.31K Sell
33
-15
-31% -$585 ﹤0.01% 776
2023
Q1 		$1.89K Sell
48
-2
-4% -$84 ﹤0.01% 623
2022
Q4 		$1.93K Buy
50
+12
+32% +$475 ﹤0.01% 648
2022
Q3 		$1K Buy
+38
New +$1.5K ﹤0.01% 893
2022
Q1 		$0 Buy
+6
New +$288 ﹤0.01% 1259

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return