Dorsey & Whitney Trust’s Stifel SF Stock Holding History

Dorsey & Whitney 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 Q4	–	Sell	-2,751	Closed	-$208K	–	728
2025 Q3	$208K	Buy	+2,751	New	+$206K	0.01%	654

Other funds holding SF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dorsey & Whitney Trust's SF Position: Q4 2025 in Review

Dorsey & Whitney Trust sold out of Stifel (SF) in Q4 2025, closing a stake of 2,751 shares — an estimated $208K sold.

Dorsey & Whitney Trust first reported a position in SF in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 627 funds tracked by Wall St. Rank hold SF as of Q4 2025.

Dorsey & Whitney Trust reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
Dorsey & Whitney Trust sold 2,751 Stifel shares in Q4 2025, an estimated $208K.
Dorsey & Whitney Trust first reported a position in Stifel in Q3 2025 and held it in 1 quarter.
Dorsey & Whitney Trust's Stifel position peaked at $208K in Q3 2025.
627 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2025, filed 11 Feb 2026.