SIM
SF

Studio Investment Management’s Stifel SF Stock Holding History

Studio Investment Management’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 		$590K Sell
7,982
-42
-0.5% -$3.33K 0.11% 113
2025
Q4 		$670K Sell
8,024
-222
-3% -$17.7K 0.12% 105
2025
Q3 		$624K Sell
8,246
-361
-4% -$27K 0.12% 109
2025
Q2 		$595K Sell
8,607
-164
-2% -$10.1K 0.12% 111
2025
Q1 		$551K Sell
8,771
-1,155
-12% -$81.4K 0.11% 110
2024
Q4 		$702K Sell
9,926
-420
-4% -$30K 0.15% 92
2024
Q3 		$648K Sell
10,346
-171
-2% -$9.76K 0.14% 100
2024
Q2 		$590K Buy
10,517
+60
+0.6% +$3.18K 0.13% 97
2024
Q1 		$545K Buy
10,457
+815
+8% +$40.1K 0.13% 98
2023
Q4 		$444K Sell
9,642
-1,748
-15% -$71.9K 0.11% 101
2023
Q3 		$467K Sell
11,390
-21
-0.2% -$884 0.13% 88
2023
Q2 		$454K Buy
11,411
+854
+8% +$33.3K 0.13% 94
2023
Q1 		$416K Buy
+10,557
New +$444K 0.13% 93

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