VWA
SF

Valued Wealth Advisors’s Stifel SF Stock Holding History

Valued Wealth 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 		$227 Hold
3
– – ﹤0.01% 699
2025
Q4 		$257 Hold
3
– – ﹤0.01% 584
2025
Q3 		$232 Hold
3
– – ﹤0.01% 569
2025
Q2 		$212 Hold
3
– – ﹤0.01% 573
2025
Q1 		$192 Hold
3
– – ﹤0.01% 609
2024
Q4 		$214 Hold
3
– – ﹤0.01% 607
2024
Q3 		$189 Hold
3
– – ﹤0.01% 599
2024
Q2 		$169 Hold
3
– – ﹤0.01% 571
2024
Q1 		$157 Buy
+3
New +$148 ﹤0.01% 566

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