WANY
SF

Wealthspire Advisors (New York)’s Stifel SF Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-969
Closed -$73.3K – 2558
2025
Q3 		$73.3K Buy
+969
New +$72.5K ﹤0.01% 1110

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $113B AUM 38.87% 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

Wealthspire Advisors (New York)'s SF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Stifel (SF) in Q4 2025, closing a stake of 969 shares — an estimated $73.3K sold.

Wealthspire Advisors (New York) first reported a position in SF in Q3 2025 and held it in 1 quarter. The position peaked at $73.3K in Q3 2025. 627 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 969 Stifel shares in Q4 2025, an estimated $73.3K.
  • Wealthspire Advisors (New York) first reported a position in Stifel in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Stifel position peaked at $73.3K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.