SOW
SF

State of Wyoming’s Stifel SF Stock Holding History

State of Wyoming’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 		$122K Sell
1,654
-20
-1% -$1.59K 0.01% 1218
2025
Q4 		$140K Sell
1,674
-453
-21% -$36.2K 0.02% 1163
2025
Q3 		$161K Buy
2,127
+168
+9% +$12.6K 0.02% 1082
2025
Q2 		$136K Sell
1,959
-2,885
-60% -$177K 0.02% 1144
2025
Q1 		$304K Buy
4,844
+2,228
+85% +$157K 0.04% 544
2024
Q4 		$185K Sell
2,616
-41
-2% -$2.93K 0.02% 885
2024
Q3 		$166K Buy
2,657
+216
+9% +$12.3K 0.02% 825
2024
Q2 		$137K Buy
2,441
+269
+12% +$14.3K 0.02% 834
2024
Q1 		$113K Sell
2,172
-141
-6% -$6.94K 0.02% 928
2023
Q4 		$107K Buy
2,313
+289
+14% +$11.9K 0.02% 939
2023
Q3 		$82.9K Buy
2,024
+662
+49% +$27.9K 0.02% 988
2023
Q2 		$54.2K Buy
1,362
+354
+35% +$13.8K 0.02% 1128
2023
Q1 		$39.7K Buy
1,008
+28
+3% +$1.18K 0.01% 1169
2022
Q4 		$38.1K Sell
980
-22
-2% -$870 0.01% 1141
2022
Q3 		$35K Sell
1,002
-24
-2% -$945 0.02% 1144
2022
Q2 		$38K Sell
1,026
-153
-13% -$6.35K 0.02% 1113
2022
Q1 		$53K Sell
1,179
-1,433
-55% -$68.8K 0.03% 1024
2021
Q4 		$122K Buy
2,612
+1,373
+111% +$66.7K 0.06% 486
2021
Q3 		$56K Sell
1,239
-897
-42% -$40K 0.04% 729
2021
Q2 		$92K Buy
+2,136
New +$95.8K 0.06% 485

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