MT
SF

Midwest Trust’s Stifel SF Stock Holding History

Midwest 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 		$264K Hold
3,779
– – ﹤0.01% 556
2026
Q1 		$279K Sell
3,779
-1
-0% -$79 ﹤0.01% 524
2025
Q4 		$316K Sell
3,780
-188
-5% -$15K ﹤0.01% 500
2025
Q3 		$300K Hold
3,968
– – ﹤0.01% 509
2025
Q2 		$274K Buy
+3,968
New +$244K ﹤0.01% 533

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

Midwest Trust's SF Position: Q2 2026 in Review

Midwest Trust held its Stifel (SF) position steady in Q2 2026 at 3,779 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Midwest Trust first reported a position in SF in Q2 2025 and has held it in 5 quarters since. The position peaked at $316K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Midwest Trust held 3,779 shares of Stifel worth $264K as of Q2 2026.
  • Midwest Trust left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #556 holding.
  • Midwest Trust first reported a position in Stifel in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Stifel position peaked at $316K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.