Stifel Financial
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Stifel Financial’s Fate Therapeutics FATE Stock Holding History

Stifel Financial’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,250
Closed -$8.89K – 3502
2025
Q1 		$8.89K Sell
11,250
-2,925
-21% -$3.58K ﹤0.01% 3435
2024
Q4 		$23.4K Sell
14,175
-9,921
-41% -$25K ﹤0.01% 3348
2024
Q3 		$84.3K Sell
24,096
-17,391
-42% -$67.7K ﹤0.01% 3263
2024
Q2 		$136K Sell
41,487
-2,303
-5% -$10.1K ﹤0.01% 3165
2024
Q1 		$321K Sell
43,790
-160
-0.4% -$990 ﹤0.01% 2872
2023
Q4 		$164K Sell
43,950
-20,179
-31% -$47.6K ﹤0.01% 3093
2023
Q3 		$136K Sell
64,129
-5,143
-7% -$17K ﹤0.01% 3060
2023
Q2 		$330K Buy
69,272
+16,937
+32% +$93.5K ﹤0.01% 2761
2023
Q1 		$298K Sell
52,335
-1,530
-3% -$9.23K ﹤0.01% 2817
2022
Q4 		$544K Buy
53,865
+11,210
+26% +$211K ﹤0.01% 2419
2022
Q3 		$956K Sell
42,655
-3,821
-8% -$110K ﹤0.01% 1996
2022
Q2 		$1.15M Buy
46,476
+1,404
+3% +$38.7K ﹤0.01% 1895
2022
Q1 		$1.75M Buy
45,072
+5,430
+14% +$210K ﹤0.01% 1714
2021
Q4 		$2.32M Buy
39,642
+13,932
+54% +$790K ﹤0.01% 1506
2021
Q3 		$1.52M Buy
25,710
+13,820
+116% +$1.08M ﹤0.01% 1766
2021
Q2 		$1.03M Buy
11,890
+3,194
+37% +$257K ﹤0.01% 2072
2021
Q1 		$717K Buy
8,696
+1,057
+14% +$101K ﹤0.01% 2229
2020
Q4 		$695K Sell
7,639
-329
-4% -$20.4K ﹤0.01% 2109
2020
Q3 		$318K Buy
7,968
+418
+6% +$14.6K ﹤0.01% 2359
2020
Q2 		$259K Buy
+7,550
New +$225K ﹤0.01% 2442

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stifel Financial's FATE Position: Q2 2025 in Review

Stifel Financial sold out of Fate Therapeutics (FATE) in Q2 2025, closing a stake of 11,250 shares — an estimated $8.89K sold.

Stifel Financial first reported a position in FATE in Q2 2020 and held it in 20 quarters. The position peaked at $2.32M in Q4 2021. 139 funds tracked by Wall St. Rank hold FATE as of Q2 2025.

  • Stifel Financial reported no remaining Fate Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 11,250 Fate Therapeutics shares in Q2 2025, an estimated $8.89K.
  • Stifel Financial first reported a position in Fate Therapeutics in Q2 2020 and held it in 20 quarters.
  • Stifel Financial's Fate Therapeutics position peaked at $2.32M in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.