SSG
SF

Summit Securities Group’s Stifel SF Stock Holding History

Summit Securities 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
2025
Q1 		– Sell
-2
Closed -$106 – 1068
2024
Q4 		$106 Buy
+2
New +$143 ﹤0.01% 573
2024
Q3 		– Sell
-3
Closed – – 830
2024
Q2 		$0 Hold
3
– – ﹤0.01% 767
2024
Q1 		$0 Buy
+3
New +$148 ﹤0.01% 840

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's SF Position: Q1 2025 in Review

Summit Securities Group sold out of Stifel (SF) in Q1 2025, closing a stake of 2 shares — an estimated $106 sold.

Summit Securities Group first reported a position in SF in Q1 2024 and held it in 3 quarters. The position peaked at $106 in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Summit Securities Group reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 2 Stifel shares in Q1 2025, an estimated $106.
  • Summit Securities Group first reported a position in Stifel in Q1 2024 and held it in 3 quarters.
  • Summit Securities Group's Stifel position peaked at $106 in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.