SLG
SF

Stanley-Laman Group’s Stifel SF Stock Holding History

Stanley-Laman Group’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 		$3.78M Buy
51,140
+1,542
+3% +$122K 0.46% 86
2025
Q4 		$4.14M Buy
49,598
+1,737
+4% +$139K 0.53% 66
2025
Q3 		$3.62M Sell
47,861
-1,314
-3% -$98.4K 0.52% 80
2025
Q2 		$3.4M Sell
49,175
-3,444
-7% -$212K 0.51% 91
2025
Q1 		$3.31M Sell
52,619
-2,848
-5% -$201K 0.51% 90
2024
Q4 		$3.92M Sell
55,467
-16,376
-23% -$1.17M 0.55% 75
2024
Q3 		$4.5M Buy
71,843
+2,954
+4% +$169K 0.63% 57
2024
Q2 		$3.86M Buy
68,889
+4,381
+7% +$232K 0.56% 79
2024
Q1 		$3.36M Buy
64,508
+288
+0.4% +$14.2K 0.47% 101
2023
Q4 		$2.96M Sell
64,220
-91
-0.1% -$3.74K 0.45% 96
2023
Q3 		$2.63M Buy
+64,311
New +$2.71M 0.45% 100

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