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MassMutual Private Wealth & Trust’s Stifel SF Stock Holding History

MassMutual Private Wealth & 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 		$46.4K Hold
662
– – ﹤0.01% 761
2026
Q2 		$46.2K Sell
662
-54
-8% -$4.03K ﹤0.01% 802
2026
Q1 		$52.9K Buy
716
+17
+2% +$1.35K ﹤0.01% 749
2025
Q4 		$58.4K Hold
699
– – ﹤0.01% 744
2025
Q3 		$52.9K Hold
699
– – ﹤0.01% 785
2025
Q2 		$48.4K Buy
699
+202
+41% +$12.4K ﹤0.01% 794
2025
Q1 		$31.2K Buy
497
+275
+124% +$19.4K ﹤0.01% 869
2024
Q4 		$15.7K Buy
222
+64
+41% +$4.57K ﹤0.01% 1102
2024
Q3 		$9.86K Sell
158
-108
-41% -$6.16K ﹤0.01% 1139
2024
Q2 		$14.9K Buy
266
+108
+68% +$5.72K ﹤0.01% 943
2024
Q1 		$8.21K Sell
158
-72
-31% -$3.54K ﹤0.01% 1097
2023
Q4 		$10.6K Buy
230
+48
+26% +$1.97K ﹤0.01% 995
2023
Q3 		$7.43K Buy
182
+65
+56% +$2.74K ﹤0.01% 1117
2023
Q2 		$4.65K Buy
117
+76
+185% +$2.96K ﹤0.01% 1233
2023
Q1 		$1.59K Buy
41
+14
+52% +$588 ﹤0.01% 1478
2022
Q4 		$1K Sell
27
-62
-70% -$2.45K ﹤0.01% 1536
2022
Q3 		$3K Buy
89
+33
+59% +$1.3K ﹤0.01% 1132
2022
Q2 		$2K Buy
56
+41
+273% +$1.7K ﹤0.01% 1195
2022
Q1 		$1K Buy
+15
New +$720 ﹤0.01% 1411
2019
Q1 		– Sell
-230
Closed -$4.22K – 969
2018
Q4 		$4.22K Buy
230
+72
+46% +$1.49K ﹤0.01% 692
2018
Q3 		$3.59K Hold
158
– – ﹤0.01% 763
2018
Q2 		$3.66K Hold
158
– – ﹤0.01% 785
2018
Q1 		$4.15K Buy
158
+77
+95% +$2.18K ﹤0.01% 739
2017
Q4 		$2.14K Buy
+81
New +$1.98K ﹤0.01% 759

Other funds holding SF

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's SF Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Stifel (SF) position steady in Q3 2026 at 662 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

MassMutual Private Wealth & Trust first reported a position in SF in Q4 2017 and has held it in 24 quarters since. The position peaked at $58.4K in Q4 2025. 19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • MassMutual Private Wealth & Trust held 662 shares of Stifel worth $46.4K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Stifel share count unchanged in Q3 2026.
  • Stifel made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #761 holding.
  • MassMutual Private Wealth & Trust first reported a position in Stifel in Q4 2017 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's Stifel position peaked at $58.4K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.