SFS
SF

Sowell Financial Services’s Stifel SF Stock Holding History

Sowell Financial Services’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 		$375K Buy
5,072
+138
+3% +$11K 0.01% 749
2025
Q4 		$412K Sell
4,934
-165
-3% -$13.2K 0.02% 712
2025
Q3 		$386K Buy
5,099
+30
+0.6% +$2.25K 0.01% 726
2025
Q2 		$351K Buy
5,069
+111
+2% +$6.82K 0.01% 723
2025
Q1 		$312K Buy
+4,958
New +$350K 0.01% 751
2021
Q2 		– Sell
-63
Closed -$3K – 2331
2021
Q1 		$3K Sell
63
-38
-38% -$1.48K ﹤0.01% 2756
2020
Q4 		$3K Buy
101
+45
+80% +$1.34K ﹤0.01% 2416
2020
Q3 		$1K Hold
56
– – ﹤0.01% 2423
2020
Q2 		$1K Sell
56
-54
-49% -$1.08K ﹤0.01% 2360
2020
Q1 		$2K Hold
110
– – ﹤0.01% 2116
2019
Q4 		$3K Hold
110
– – ﹤0.01% 2099
2019
Q3 		$3K Buy
+110
New +$2.76K ﹤0.01% 1976

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