MPWT
SF

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
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

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

MassMutual Private Wealth & Trust's SF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Stifel (SF) stake by 7.5% in Q2 2026, selling an estimated $4.03K and leaving 662 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

MassMutual Private Wealth & Trust first reported a position in SF in Q4 2017 and has held it in 23 quarters since. The position peaked at $58.4K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 662 shares of Stifel worth $46.2K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 54 Stifel shares in Q2 2026, an estimated $4.03K.
  • Stifel made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #802 holding.
  • MassMutual Private Wealth & Trust first reported a position in Stifel in Q4 2017 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's Stifel position peaked at $58.4K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.