FBT
SF

First Bank & Trust’s Stifel SF Stock Holding History

First Bank & 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
Q1 		– Sell
-2,598
Closed -$217K – 277
2025
Q4 		$217K Buy
+2,598
New +$208K 0.04% 246
2022
Q3 		– Sell
-3,224
Closed -$120K – 441
2022
Q2 		$120K Buy
3,224
+638
+25% +$26.5K 0.04% 231
2022
Q1 		$117K Sell
2,586
-477
-16% -$22.9K 0.04% 241
2021
Q4 		$144K Buy
3,063
+616
+25% +$29.9K 0.06% 216
2021
Q3 		$111K Hold
2,447
– – 0.05% 221
2021
Q2 		$106K Buy
2,447
+188
+8% +$8.43K 0.05% 229
2021
Q1 		$96K Buy
2,259
+1,195
+112% +$46.6K 0.05% 228
2020
Q4 		$36K Sell
1,064
-2,586
-71% -$76.8K 0.02% 272
2020
Q3 		$82K Hold
3,650
– – 0.05% 198
2020
Q2 		$77K Buy
3,650
+2,307
+172% +$46.4K 0.06% 200
2020
Q1 		$25K Buy
1,343
+22
+2% +$551 0.02% 272
2019
Q4 		$36K Buy
1,321
+1,037
+365% +$27.1K 0.03% 270
2019
Q3 		$7K Hold
284
– – 0.01% 327
2019
Q2 		$7K Buy
+284
New +$7.23K 0.01% 315

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return