WCM
SF

WealthTrak Capital Management’s Stifel SF Stock Holding History

WealthTrak Capital Management’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
-23
Closed -$1.56K – 750
2025
Q2 		$1.56K Buy
23
+2
+10% +$123 ﹤0.01% 474
2025
Q1 		$1.32K Buy
21
+13
+163% +$916 ﹤0.01% 465
2024
Q4 		$531 Buy
+8
New +$571 ﹤0.01% 561

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

WealthTrak Capital Management's SF Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Stifel (SF) in Q3 2025, closing a stake of 23 shares — an estimated $1.56K sold.

WealthTrak Capital Management first reported a position in SF in Q4 2024 and held it in 3 quarters. The position peaked at $1.56K in Q2 2025. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 23 Stifel shares in Q3 2025, an estimated $1.56K.
  • WealthTrak Capital Management first reported a position in Stifel in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Stifel position peaked at $1.56K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.