SFG
SF

Steward Financial Group’s Stifel SF Stock Holding History

Steward Financial 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
2023
Q3 		$7K Buy
+174
New +$7.33K ﹤0.01% 513
2022
Q3 		– Sell
-44
Closed -$1K – 1100
2022
Q2 		$1K Buy
+44
New +$1.83K ﹤0.01% 857

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Steward Financial Group's SF Position: Q3 2023 in Review

Steward Financial Group opened a new position in Stifel (SF) in Q3 2023: 174 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SF as recently as Q2 2022.

Steward Financial Group first reported a position in SF in Q2 2022 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • Steward Financial Group held 174 shares of Stifel worth $7K as of Q3 2023.
  • Stifel was a new Steward Financial Group position in Q3 2023.
  • Stifel made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #513 holding.
  • Steward Financial Group first reported a position in Stifel in Q2 2022 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.