PTC
SF

Petrus Trust Company’s Stifel SF Stock Holding History

Petrus Trust Company’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
2025
Q2 		– Sell
-15,081
Closed -$948K – 697
2025
Q1 		$948K Buy
+15,081
New +$1.06M 0.09% 45
2023
Q3 		– Sell
-11,552
Closed -$460K – 716
2023
Q2 		$460K Buy
+11,552
New +$451K 0.05% 183
2022
Q4 		– Sell
-7,473
Closed -$259K – 545
2022
Q3 		$259K Buy
+7,473
New +$294K 0.04% 111

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Petrus Trust Company's SF Position: Q2 2025 in Review

Petrus Trust Company sold out of Stifel (SF) in Q2 2025, closing a stake of 15,081 shares — an estimated $948K sold.

Petrus Trust Company first reported a position in SF in Q3 2022 and held it in 3 quarters. The position peaked at $948K in Q1 2025. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Petrus Trust Company reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 15,081 Stifel shares in Q2 2025, an estimated $948K.
  • Petrus Trust Company first reported a position in Stifel in Q3 2022 and held it in 3 quarters.
  • Petrus Trust Company's Stifel position peaked at $948K in Q1 2025.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.