Mitsubishi UFJ Trust & Banking
SF

Mitsubishi UFJ Trust & Banking’s Stifel SF Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$114K Sell
1,631
-2,754
-63% -$205K ﹤0.01% 1482
2026
Q1 		$324K Sell
4,385
-8,455
-66% -$671K ﹤0.01% 1031
2025
Q4 		$1.07M Buy
12,840
+3,570
+39% +$285K ﹤0.01% 883
2025
Q3 		$701K Buy
+9,270
New +$694K ﹤0.01% 939
2025
Q2 		– Sell
-5,111
Closed -$321K – 1110
2025
Q1 		$321K Sell
5,111
-877
-15% -$61.8K ﹤0.01% 971
2024
Q4 		$423K Buy
+5,988
New +$428K ﹤0.01% 952
2024
Q3 		– Sell
-864
Closed -$48.5K – 1116
2024
Q2 		$48.5K Buy
864
+226
+35% +$12K ﹤0.01% 1061
2024
Q1 		$32.8K Buy
+638
New +$31.4K ﹤0.01% 1060
2022
Q2 		– Sell
-9,740
Closed -$441K – 1297
2022
Q1 		$441K Sell
9,740
-1,500
-13% -$72K ﹤0.01% 1079
2021
Q4 		$528K Sell
11,240
-1,062
-9% -$51.6K ﹤0.01% 1071
2021
Q3 		$557K Hold
12,302
– – ﹤0.01% 1060
2021
Q2 		$526K Sell
12,302
-703
-5% -$31.5K ﹤0.01% 1096
2021
Q1 		$437K Sell
13,005
-3,870
-23% -$151K ﹤0.01% 1066
2020
Q4 		$568K Sell
16,875
-4,725
-22% -$140K ﹤0.01% 1056
2020
Q3 		$485K Hold
21,600
– – ﹤0.01% 1025
2020
Q2 		$455K Hold
21,600
– – ﹤0.01% 1004
2020
Q1 		$396K Hold
21,600
– – ﹤0.01% 984
2019
Q4 		$582K Sell
21,600
-1,125
-5% -$29.4K ﹤0.01% 1014
2019
Q3 		$580K Buy
+22,725
New +$571K ﹤0.01% 994

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

Mitsubishi UFJ Trust & Banking's SF Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Stifel (SF) stake by 63% in Q2 2026, selling an estimated $205K and leaving 1,631 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Mitsubishi UFJ Trust & Banking first reported a position in SF in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 1,631 shares of Stifel worth $114K as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 2,754 Stifel shares in Q2 2026, an estimated $205K.
  • Stifel made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #1482 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Stifel in Q3 2019 and has held it in 19 quarters since.
  • Mitsubishi UFJ Trust & Banking's Stifel position peaked at $1.07M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.