WFAG
SFIX

Wescott Financial Advisory Group’s Stitch Fix SFIX Stock Holding History

Wescott Financial Advisory Group’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,000
Closed -$48.1K – 178
2025
Q2 		$48.1K Buy
13,000
+3,000
+30% +$11.2K ﹤0.01% 174
2025
Q1 		$32.5K Buy
+10,000
New +$45.6K ﹤0.01% 172

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wescott Financial Advisory Group's SFIX Position: Q3 2025 in Review

Wescott Financial Advisory Group sold out of Stitch Fix (SFIX) in Q3 2025, closing a stake of 13,000 shares — an estimated $48.1K sold.

Wescott Financial Advisory Group first reported a position in SFIX in Q1 2025 and held it in 2 quarters. The position peaked at $48.1K in Q2 2025. 182 funds tracked by Wall St. Rank hold SFIX as of Q3 2025.

  • Wescott Financial Advisory Group reported no remaining Stitch Fix position as of Q3 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 13,000 Stitch Fix shares in Q3 2025, an estimated $48.1K.
  • Wescott Financial Advisory Group first reported a position in Stitch Fix in Q1 2025 and held it in 2 quarters.
  • Wescott Financial Advisory Group's Stitch Fix position peaked at $48.1K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.