JTC Employer Solutions Trustee’s Stifel SF Stock Holding History

JTC Employer Solutions Trustee’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	$34K	Hold	481	–	–	﹤0.01%	260
2026 Q1	$36K	Sell	481 -1	-0.2%	-$79	﹤0.01%	253
2025 Q4	$40K	Hold	482	–	–	﹤0.01%	256
2025 Q3	$36K	Hold	482	–	–	﹤0.01%	255
2025 Q2	$33K	Hold	482	–	–	﹤0.01%	248
2025 Q1	$30K	Hold	482	–	–	﹤0.01%	256
2024 Q4	$34K	Hold	482	–	–	﹤0.01%	258
2024 Q3	$30K	Hold	482	–	–	﹤0.01%	266
2024 Q2	$27K	Hold	482	–	–	﹤0.01%	271
2024 Q1	$25K	Hold	482	–	–	﹤0.01%	287
2023 Q4	$22K	Hold	482	–	–	﹤0.01%	289
2023 Q3	$20K	Hold	482	–	–	﹤0.01%	300
2023 Q2	$19K	Hold	482	–	–	﹤0.01%	303
2023 Q1	$19K	Hold	482	–	–	﹤0.01%	307
2022 Q4	$19K	Buy	+482	New	+$19.1K	﹤0.01%	324

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JTC Employer Solutions Trustee's SF Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Stifel (SF) position steady in Q2 2026 at 481 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

JTC Employer Solutions Trustee first reported a position in SF in Q4 2022 and has held it in 15 quarters since. The position peaked at $40K in Q4 2025. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

JTC Employer Solutions Trustee held 481 shares of Stifel worth $34K as of Q2 2026.
JTC Employer Solutions Trustee left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #260 holding.
JTC Employer Solutions Trustee first reported a position in Stifel in Q4 2022 and has held it in 15 quarters since.
JTC Employer Solutions Trustee's Stifel position peaked at $40K in Q4 2025.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.