BTI
SF

Blue Trust Inc’s Stifel SF Stock Holding History

Blue Trust Inc’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
Q2 		$311K Buy
4,456
+49
+1% +$3.65K ﹤0.01% 644
2026
Q1 		$326K Buy
4,407
+103
+2% +$8.18K ﹤0.01% 627
2025
Q4 		$359K Sell
4,304
-39
-0.9% -$3.12K ﹤0.01% 595
2025
Q3 		$328K Buy
4,343
+29
+0.7% +$2.17K ﹤0.01% 628
2025
Q2 		$298K Sell
4,314
-885
-17% -$54.3K ﹤0.01% 631
2025
Q1 		$327K Sell
5,199
-8
-0.2% -$564 ﹤0.01% 539
2024
Q4 		$368K Sell
5,207
-819
-14% -$58.5K ﹤0.01% 462
2024
Q3 		$338K Sell
6,026
-7,171
-54% -$409K ﹤0.01% 627
2024
Q2 		$688K Buy
13,197
+9,616
+269% +$510K 0.01% 287
2024
Q1 		$187K Buy
3,581
+393
+12% +$19.4K ﹤0.01% 527
2023
Q4 		$131K Buy
3,188
+288
+10% +$11.8K ﹤0.01% 584
2023
Q3 		$115K Buy
2,900
+1,785
+160% +$75.2K ﹤0.01% 587
2023
Q2 		$44K Sell
1,115
-3,544
-76% -$138K ﹤0.01% 740
2023
Q1 		$181K Buy
4,659
+1,476
+46% +$62K ﹤0.01% 577
2022
Q4 		$110K Buy
3,183
+1,489
+88% +$58.9K ﹤0.01% 631
2022
Q3 		$63K Buy
1,694
+1,079
+175% +$42.5K ﹤0.01% 677
2022
Q2 		$28K Buy
+615
New +$25.5K ﹤0.01% 856

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Blue Trust Inc's SF Position: Q2 2026 in Review

Blue Trust Inc increased its Stifel (SF) stake by 1.1% in Q2 2026, buying an estimated $3.65K and bringing the position to 4,456 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Blue Trust Inc first reported a position in SF in Q2 2022 and has held it in 17 quarters since. The position peaked at $688K in Q2 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Blue Trust Inc held 4,456 shares of Stifel worth $311K as of Q2 2026.
  • Blue Trust Inc bought 49 Stifel shares in Q2 2026, an estimated $3.65K.
  • Stifel made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #644 holding.
  • Blue Trust Inc first reported a position in Stifel in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Stifel position peaked at $688K in Q2 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.