First Citizens Bank & Trust’s Stifel SF Stock Holding History

First Citizens 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 Q3	$800K	Buy	+11,420	New	+$901K	0.01%	419

Other funds holding SF

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Citizens Bank & Trust's SF Position: Q3 2026 in Review

First Citizens Bank & Trust opened a new position in Stifel (SF) in Q3 2026: 11,420 shares worth $800K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings.

36 funds tracked by Wall St. Rank hold SF as of Q3 2026.

First Citizens Bank & Trust held 11,420 shares of Stifel worth $800K as of Q3 2026.
Stifel was a new First Citizens Bank & Trust position in Q3 2026.
Stifel made up 0.01% of First Citizens Bank & Trust's portfolio in Q3 2026, its #419 holding.
36 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.