TC
SF

TwinBeech Capital’s Stifel SF Stock Holding History

TwinBeech Capital’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 		– Sell
-33,750
Closed -$2.82M – 797
2025
Q4 		$2.82M Buy
33,750
+8,365
+33% +$669K 0.2% 134
2025
Q3 		$1.92M Buy
+25,385
New +$1.9M 0.08% 233
2025
Q2 		– Sell
-69,881
Closed -$4.39M – 948
2025
Q1 		$4.39M Sell
69,881
-35,158
-33% -$2.48M 0.08% 270
2024
Q4 		$7.43M Buy
+105,039
New +$7.5M 0.13% 181
2024
Q2 		– Sell
-33,944
Closed -$1.77M – 763
2024
Q1 		$1.77M Sell
33,944
-25,777
-43% -$1.27M 0.04% 356
2023
Q4 		$2.75M Sell
59,721
-5,232
-8% -$215K 0.04% 356
2023
Q3 		$2.66M Buy
64,953
+26,160
+67% +$1.1M 0.05% 365
2023
Q2 		$1.54M Buy
+38,793
New +$1.51M 0.03% 409
2022
Q1 		– Sell
-14,622
Closed -$686K – 716
2021
Q4 		$686K Buy
+14,622
New +$710K 0.04% 386
2020
Q3 		– Sell
-21,582
Closed -$455K – 562
2020
Q2 		$455K Buy
+21,582
New +$434K 0.1% 248

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