Diversified Trust’s Stifel SF Stock Holding History

Diversified Trust’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	$585K	Buy	+8,385	New	+$625K	0.01%	712
2025 Q3	–	Sell	-17,669	Closed	-$1.22M	–	1056
2025 Q2	$1.22M	Sell	17,669 -25	-0.1%	-$1.53K	0.03%	337
2025 Q1	$1.11M	Buy	+17,694	New	+$1.25M	0.03%	332
2022 Q3	–	Sell	-10,299	Closed	-$385K	–	820
2022 Q2	$385K	Sell	10,299 -2,816	-21%	-$117K	0.02%	485
2022 Q1	$594K	Buy	13,115 +5,862	+81%	+$281K	0.02%	392
2021 Q4	$340K	Buy	+7,253	New	+$352K	0.01%	591
2021 Q2	–	Sell	-7,239	Closed	-$309K	–	877
2021 Q1	$309K	Sell	7,239 -3,194	-31%	-$124K	0.01%	527
2020 Q4	$351K	Sell	10,433 -1,427	-12%	-$42.4K	0.01%	457
2020 Q3	$267K	Hold	11,860	–	–	0.01%	482
2020 Q2	$250K	Buy	+11,860	New	+$238K	0.01%	441

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversified Trust's SF Position: Q2 2026 in Review

Diversified Trust opened a new position in Stifel (SF) in Q2 2026: 8,385 shares worth $585K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Diversified Trust previously reported a position in SF as recently as Q2 2025.

Diversified Trust first reported a position in SF in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.22M in Q2 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Diversified Trust held 8,385 shares of Stifel worth $585K as of Q2 2026.
Stifel was a new Diversified Trust position in Q2 2026.
Stifel made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #712 holding.
Diversified Trust first reported a position in Stifel in Q2 2020 and has held it in 10 quarters since.
Diversified Trust's Stifel position peaked at $1.22M in Q2 2025.
594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.