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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Bank & Trust's SF Position: Q1 2026 in Review

First Bank & Trust sold out of Stifel (SF) in Q1 2026, closing a stake of 2,598 shares — an estimated $217K sold.

First Bank & Trust first reported a position in SF in Q2 2019 and held it in 14 quarters. The position peaked at $217K in Q4 2025. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • First Bank & Trust reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • First Bank & Trust sold 2,598 Stifel shares in Q1 2026, an estimated $217K.
  • First Bank & Trust first reported a position in Stifel in Q2 2019 and held it in 14 quarters.
  • First Bank & Trust's Stifel position peaked at $217K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on First Bank & Trust's 13F filing for Q1 2026, filed 10 Apr 2026.