SC
SF

Stephens Consulting’s Stifel SF Stock Holding History

Stephens 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
2025
Q3 		– Sell
-11
Closed -$727 – 1026
2025
Q2 		$727 Buy
+11
New +$676 ﹤0.01% 783

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stephens Consulting's SF Position: Q3 2025 in Review

Stephens Consulting sold out of Stifel (SF) in Q3 2025, closing a stake of 11 shares — an estimated $727 sold.

Stephens Consulting first reported a position in SF in Q2 2025 and held it in 1 quarter. The position peaked at $727 in Q2 2025. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Stephens Consulting reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 11 Stifel shares in Q3 2025, an estimated $727.
  • Stephens Consulting first reported a position in Stifel in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Stifel position peaked at $727 in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.