WA
SF

Waverly Advisors’s Stifel SF Stock Holding History

Waverly 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 		$636K Buy
8,601
+2,356
+38% +$187K ﹤0.01% 974
2025
Q4 		$521K Buy
6,245
+2,645
+73% +$211K ﹤0.01% 992
2025
Q3 		$272K Buy
3,600
+556
+18% +$41.6K ﹤0.01% 1079
2025
Q2 		$211K Buy
+3,044
New +$187K ﹤0.01% 1101
2015
Q1 		– Sell
-286
Closed -$6K – 420
2014
Q4 		$6K Hold
286
– – ﹤0.01% 360
2014
Q3 		$6K Buy
+286
New +$5.96K ﹤0.01% 596

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