DT
SF

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Diversified Trust's SF Position: Q3 2025 in Review

Diversified Trust sold out of Stifel (SF) in Q3 2025, closing a stake of 17,669 shares — an estimated $1.22M sold.

Diversified Trust first reported a position in SF in Q2 2020 and held it in 9 quarters. The position peaked at $1.22M in Q2 2025. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Diversified Trust reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 17,669 Stifel shares in Q3 2025, an estimated $1.22M.
  • Diversified Trust first reported a position in Stifel in Q2 2020 and held it in 9 quarters.
  • Diversified Trust's Stifel position peaked at $1.22M in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.