VI
SF

Versor Investments’s Stifel SF Stock Holding History

Versor Investments’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
-10,016
Closed -$836K – 481
2025
Q4 		$836K Buy
10,016
+987
+11% +$78.9K 0.13% 182
2025
Q3 		$683K Buy
+9,029
New +$676K 0.13% 223
2025
Q2 		– Sell
-16,932
Closed -$1.06M – 905
2025
Q1 		$1.06M Buy
16,932
+9,822
+138% +$692K 0.17% 188
2024
Q4 		$503K Buy
+7,110
New +$508K 0.09% 388
2024
Q1 		– Sell
-6,600
Closed -$304K – 861
2023
Q4 		$304K Sell
6,600
-1,200
-15% -$49.3K 0.06% 515
2023
Q3 		$319K Buy
+7,800
New +$329K 0.06% 463
2023
Q2 		– Sell
-8,700
Closed -$343K – 812
2023
Q1 		$343K Sell
8,700
-1,050
-11% -$44.1K 0.04% 448
2022
Q4 		$379K Buy
+9,750
New +$386K 0.03% 430

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