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TAP Consulting’s Stifel SF Stock Holding History

TAP Consulting’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
2024
Q4 		$415K Hold
5,868
– – 0.08% 120
2024
Q3 		$367K Hold
5,868
– – 0.07% 126
2024
Q2 		$329K Buy
+5,868
New +$311K 0.07% 134

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TAP Consulting's SF Position: Q4 2024 in Review

TAP Consulting held its Stifel (SF) position steady in Q4 2024 at 5,868 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #120.

TAP Consulting first reported a position in SF in Q2 2024 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold SF as of Q4 2024.

  • TAP Consulting held 5,868 shares of Stifel worth $415K as of Q4 2024.
  • TAP Consulting left its Stifel share count unchanged in Q4 2024.
  • Stifel made up 0.08% of TAP Consulting's portfolio in Q4 2024, its #120 holding.
  • TAP Consulting first reported a position in Stifel in Q2 2024 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.