VNA
SF

Valley National Advisers’s Stifel SF Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-60
Closed -$3K – 1075
2024
Q2 		$3K Hold
60
– – ﹤0.01% 850
2024
Q1 		$3K Hold
60
– – ﹤0.01% 897
2023
Q4 		$2K Buy
60
+30
+100% +$1.23K ﹤0.01% 980
2023
Q3 		$1K Buy
+30
New +$1.26K ﹤0.01% 1006
2016
Q1 		– Sell
-119
Closed -$2K – 649
2015
Q4 		$2K Hold
119
– – ﹤0.01% 539
2015
Q3 		$2K Hold
119
– – ﹤0.01% 536
2015
Q2 		$3K Buy
+119
New +$2.93K ﹤0.01% 507

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valley National Advisers's SF Position: Q3 2024 in Review

Valley National Advisers sold out of Stifel (SF) in Q3 2024, closing a stake of 60 shares — an estimated $3K sold.

Valley National Advisers first reported a position in SF in Q2 2015 and held it in 7 quarters. The position peaked at $3K in Q2 2024. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • Valley National Advisers reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 60 Stifel shares in Q3 2024, an estimated $3K.
  • Valley National Advisers first reported a position in Stifel in Q2 2015 and held it in 7 quarters.
  • Valley National Advisers's Stifel position peaked at $3K in Q2 2024.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.