GT
SF

Greenleaf Trust’s Stifel SF Stock Holding History

Greenleaf 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 		$267K Sell
3,826
-166
-4% -$12.4K ﹤0.01% 736
2026
Q1 		$295K Buy
3,992
+29
+0.7% +$2.3K ﹤0.01% 658
2025
Q4 		$331K Buy
3,963
+76
+2% +$6.07K ﹤0.01% 618
2025
Q3 		$294K Sell
3,887
-99
-2% -$7.41K ﹤0.01% 648
2025
Q2 		$276K Sell
3,986
-147
-4% -$9.03K ﹤0.01% 657
2025
Q1 		$260K Buy
4,133
+249
+6% +$17.6K ﹤0.01% 689
2024
Q4 		$275K Buy
3,884
+72
+2% +$5.14K ﹤0.01% 678
2024
Q3 		$239K Sell
3,812
-7
-0.2% -$399 ﹤0.01% 743
2024
Q2 		$214K Buy
+3,819
New +$202K ﹤0.01% 741

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

Greenleaf Trust's SF Position: Q2 2026 in Review

Greenleaf Trust reduced its Stifel (SF) stake by 4.2% in Q2 2026, selling an estimated $12.4K and leaving 3,826 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Greenleaf Trust first reported a position in SF in Q2 2024 and has held it in 9 quarters since. The position peaked at $331K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Greenleaf Trust held 3,826 shares of Stifel worth $267K as of Q2 2026.
  • Greenleaf Trust sold 166 Stifel shares in Q2 2026, an estimated $12.4K.
  • Stifel made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #736 holding.
  • Greenleaf Trust first reported a position in Stifel in Q2 2024 and has held it in 9 quarters since.
  • Greenleaf Trust's Stifel position peaked at $331K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.