West Branch Capital’s Stitch Fix SFIX Stock Holding History

West Branch Capital’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 Q4	–	Sell	-100	Closed	-$423	–	459
2025 Q3	$423	Hold	100	–	–	﹤0.01%	407
2025 Q2	$423	Hold	100	–	–	﹤0.01%	422
2025 Q1	$325	Hold	100	–	–	﹤0.01%	457
2024 Q4	$431	Hold	100	–	–	﹤0.01%	437
2024 Q3	$282	Hold	100	–	–	﹤0.01%	445
2024 Q2	$415	Hold	100	–	–	﹤0.01%	410
2024 Q1	$264	Hold	100	–	–	﹤0.01%	407
2023 Q4	$357	Hold	100	–	–	﹤0.01%	424
2023 Q3	$345	Hold	100	–	–	﹤0.01%	419
2023 Q2	$385	Hold	100	–	–	﹤0.01%	421
2023 Q1	$511	Hold	100	–	–	﹤0.01%	421
2022 Q4	$311	Hold	100	–	–	﹤0.01%	430
2022 Q3	$0	Hold	100	–	–	﹤0.01%	468
2022 Q2	$0	Hold	100	–	–	﹤0.01%	450
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	411
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	419
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	374
2021 Q2	$6K	Buy	+100	New	+$5.12K	﹤0.01%	361

Other funds holding SFIX

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return