UCFA
SF

United Capital Financial Advisors’s Stifel SF Stock Holding History

United Capital Financial Advisors’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 		$1.03M Buy
13,918
+227
+2% +$18K 0.01% 745
2025
Q4 		$1.14M Sell
13,691
-793
-5% -$63.4K 0.01% 688
2025
Q3 		$1.1M Buy
14,484
+9,835
+212% +$736K 0.01% 615
2025
Q2 		$322K Sell
4,649
-238
-5% -$14.6K ﹤0.01% 898
2025
Q1 		$307K Buy
4,887
+163
+3% +$11.5K ﹤0.01% 880
2024
Q4 		$334K Sell
4,724
-34
-0.7% -$2.43K ﹤0.01% 851
2024
Q3 		$298K Sell
4,758
-1,308
-22% -$74.6K ﹤0.01% 876
2024
Q2 		$340K Buy
6,066
+849
+16% +$45K ﹤0.01% 807
2024
Q1 		$272K Sell
5,217
-318
-6% -$15.7K ﹤0.01% 914
2023
Q4 		$255K Buy
+5,535
New +$228K ﹤0.01% 930

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