RTC
SF

Riverview Trust Company’s Stifel SF Stock Holding History

Riverview 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
-338
Closed -$21.2K – 524
2025
Q1 		$21.2K Hold
338
– – 0.02% 409
2024
Q4 		$23.9K Hold
338
– – 0.02% 395
2024
Q3 		$21.1K Hold
338
– – 0.02% 446
2024
Q2 		$18.9K Hold
338
– – 0.02% 458
2024
Q1 		$17.6K Buy
+338
New +$16.6K 0.01% 534
2023
Q4 		– Sell
-338
Closed -$13.8K – 544
2023
Q3 		$13.8K Hold
338
– – 0.01% 588
2023
Q2 		$13.4K Hold
338
– – 0.01% 604
2023
Q1 		$13.3K Hold
338
– – 0.01% 579
2022
Q4 		$13K Buy
+338
New +$13.4K 0.01% 590
2022
Q3 		– Sell
-336
Closed -$13K – 866
2022
Q2 		$13K Sell
336
-186
-36% -$7.72K 0.01% 585
2022
Q1 		$24K Buy
+522
New +$25.1K 0.02% 410

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

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

Riverview Trust Company sold out of Stifel (SF) in Q2 2025, closing a stake of 338 shares — an estimated $21.2K sold.

Riverview Trust Company first reported a position in SF in Q1 2022 and held it in 11 quarters. The position peaked at $24K in Q1 2022. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Riverview Trust Company reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 338 Stifel shares in Q2 2025, an estimated $21.2K.
  • Riverview Trust Company first reported a position in Stifel in Q1 2022 and held it in 11 quarters.
  • Riverview Trust Company's Stifel position peaked at $24K in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.