Stifel Financial
SG icon

Stifel Financial’s Sweetgreen SG Stock Holding History

Stifel Financial’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$431K Buy
83,035
+38,773
+88% +$236K ﹤0.01% 2958
2025
Q4 		$299K Sell
44,262
-28,763
-39% -$198K ﹤0.01% 3158
2025
Q3 		$583K Buy
73,025
+27,699
+61% +$301K ﹤0.01% 2724
2025
Q2 		$674K Buy
45,326
+18,133
+67% +$299K ﹤0.01% 2582
2025
Q1 		$680K Buy
27,193
+14,631
+116% +$404K ﹤0.01% 2479
2024
Q4 		$403K Buy
12,562
+4,474
+55% +$167K ﹤0.01% 2801
2024
Q3 		$287K Buy
+8,088
New +$246K ﹤0.01% 2985
2024
Q2 		– Sell
-19,168
Closed -$484K – 3447
2024
Q1 		$484K Buy
+19,168
New +$279K ﹤0.01% 2630

Other funds holding SG

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WCM
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GF
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return