SCA
SF

Snowden Capital Advisors’s Stifel SF Stock Holding History

Snowden Capital Advisors’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 		$688K Buy
9,306
+214
+2% +$17K 0.02% 665
2025
Q4 		$759K Sell
9,092
-801
-8% -$64K 0.02% 629
2025
Q3 		$748K Sell
9,893
-1,563
-14% -$117K 0.02% 619
2025
Q2 		$793K Sell
11,456
-183
-2% -$11.2K 0.02% 589
2025
Q1 		$731K Sell
11,639
-1,015
-8% -$71.6K 0.02% 603
2024
Q4 		$895K Buy
12,654
+244
+2% +$17.4K 0.03% 541
2024
Q3 		$777K Sell
12,410
-496
-4% -$28.3K 0.02% 601
2024
Q2 		$724K Sell
12,906
-782
-6% -$41.4K 0.02% 616
2024
Q1 		$713K Buy
13,688
+1,116
+9% +$54.9K 0.02% 614
2023
Q4 		$580K Buy
12,572
+239
+2% +$9.83K 0.02% 639
2023
Q3 		$505K Buy
12,333
+6,741
+121% +$284K 0.02% 650
2023
Q2 		$222K Sell
5,592
-405
-7% -$15.8K 0.01% 1066
2023
Q1 		$236K Buy
5,997
+372
+7% +$15.6K 0.01% 1024
2022
Q4 		$219K Sell
5,625
-344
-6% -$13.6K 0.01% 1030
2022
Q3 		$206K Buy
5,969
+119
+2% +$4.68K 0.01% 1026
2022
Q2 		$218K Buy
5,850
+660
+13% +$27.4K 0.01% 1010
2022
Q1 		$234K Buy
5,190
+5,035
+3,248% +$242K 0.01% 917
2021
Q4 		$7K Buy
+155
New +$7.53K ﹤0.01% 1621

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