CTC
SF

Cetera Trust Company’s Stifel SF Stock Holding History

Cetera Trust Company’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
Q1 		– Sell
-60
Closed -$4.24K – 390
2024
Q4 		$4.24K Hold
60
– – ﹤0.01% 371
2024
Q3 		$3.76K Hold
60
– – ﹤0.01% 385
2024
Q2 		$3.37K Hold
60
– – ﹤0.01% 394
2024
Q1 		$3.13K Hold
60
– – ﹤0.01% 403
2023
Q4 		$2.77K Buy
+60
New +$2.47K ﹤0.01% 409

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Trust Company's SF Position: Q1 2025 in Review

Cetera Trust Company sold out of Stifel (SF) in Q1 2025, closing a stake of 60 shares — an estimated $4.24K sold.

Cetera Trust Company first reported a position in SF in Q4 2023 and held it in 5 quarters. The position peaked at $4.24K in Q4 2024. 521 funds tracked by Wall St. Rank hold SF as of Q1 2025.

  • Cetera Trust Company reported no remaining Stifel position as of Q1 2025 after selling out during the quarter.
  • Cetera Trust Company sold 60 Stifel shares in Q1 2025, an estimated $4.24K.
  • Cetera Trust Company first reported a position in Stifel in Q4 2023 and held it in 5 quarters.
  • Cetera Trust Company's Stifel position peaked at $4.24K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Stifel as of Q1 2025.

Based on Cetera Trust Company's 13F filing for Q1 2025, filed 14 Apr 2025.