VWA
SF

Visionary Wealth Advisors’s Stifel SF Stock Holding History

Visionary 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
2025
Q3 		– Sell
-5,688
Closed -$394K – 620
2025
Q2 		$394K Buy
5,688
+907
+19% +$55.7K 0.02% 406
2025
Q1 		$300K Hold
4,781
– – 0.02% 443
2024
Q4 		$338K Hold
4,781
– – 0.02% 416
2024
Q3 		$299K Buy
+4,781
New +$273K 0.02% 433
2024
Q1 		– Sell
-4,881
Closed -$225K – 496
2023
Q4 		$225K Buy
+4,881
New +$201K 0.02% 442
2023
Q1 		– Sell
-7,611
Closed -$296K – 473
2022
Q4 		$296K Sell
7,611
-249
-3% -$9.85K 0.03% 322
2022
Q3 		$272K Sell
7,860
-90
-1% -$3.54K 0.03% 317
2022
Q2 		$297K Sell
7,950
-1,664
-17% -$69.1K 0.03% 327
2022
Q1 		$435K Buy
+9,614
New +$462K 0.04% 269

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Visionary Wealth Advisors's SF Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of Stifel (SF) in Q3 2025, closing a stake of 5,688 shares — an estimated $394K sold.

Visionary Wealth Advisors first reported a position in SF in Q1 2022 and held it in 9 quarters. The position peaked at $435K in Q1 2022. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 5,688 Stifel shares in Q3 2025, an estimated $394K.
  • Visionary Wealth Advisors first reported a position in Stifel in Q1 2022 and held it in 9 quarters.
  • Visionary Wealth Advisors's Stifel position peaked at $435K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.