FT
SF

Fiduciary Trust’s Stifel SF Stock Holding History

Fiduciary 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 		$572K Sell
8,198
-4
-0% -$298 0.01% 561
2026
Q1 		$606K Sell
8,202
-6
-0.1% -$476 0.01% 526
2025
Q4 		$685K Sell
8,208
-215
-3% -$17.2K 0.01% 484
2025
Q3 		$637K Sell
8,423
-1,419
-14% -$106K 0.01% 508
2025
Q2 		$681K Sell
9,842
-135
-1% -$8.29K 0.01% 476
2025
Q1 		$627K Buy
+9,977
New +$703K 0.01% 484

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

Fiduciary Trust's SF Position: Q2 2026 in Review

Fiduciary Trust reduced its Stifel (SF) stake by 0.05% in Q2 2026, selling an estimated $298 and leaving 8,198 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #561.

Fiduciary Trust first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $685K in Q4 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Fiduciary Trust held 8,198 shares of Stifel worth $572K as of Q2 2026.
  • Fiduciary Trust sold 4 Stifel shares in Q2 2026, an estimated $298.
  • Stifel made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #561 holding.
  • Fiduciary Trust first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Trust's Stifel position peaked at $685K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.