ST
SF

Smithfield Trust’s Stifel SF Stock Holding History

Smithfield 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
2025
Q2 		– Sell
-309
Closed -$19K – 1068
2025
Q1 		$19K Hold
309
– – ﹤0.01% 743
2024
Q4 		$22K Hold
309
– – ﹤0.01% 726
2024
Q3 		$19K Buy
+309
New +$17.6K ﹤0.01% 742
2020
Q1 		– Sell
-135
Closed -$4K – 1005
2019
Q4 		$4K Hold
135
– – ﹤0.01% 843
2019
Q3 		$3K Hold
135
– – ﹤0.01% 924
2019
Q2 		$4K Hold
135
– – ﹤0.01% 856
2019
Q1 		$3K Hold
135
– – ﹤0.01% 862
2018
Q4 		$2K Hold
135
– – ﹤0.01% 892
2018
Q3 		$3K Hold
135
– – ﹤0.01% 919
2018
Q2 		$3K Hold
135
– – ﹤0.01% 926
2018
Q1 		$4K Hold
135
– – ﹤0.01% 876
2017
Q4 		$4K Buy
+135
New +$3.3K ﹤0.01% 916

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

Smithfield Trust's SF Position: Q2 2025 in Review

Smithfield Trust sold out of Stifel (SF) in Q2 2025, closing a stake of 309 shares — an estimated $19K sold.

Smithfield Trust first reported a position in SF in Q4 2017 and held it in 12 quarters. The position peaked at $22K in Q4 2024. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Smithfield Trust reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Smithfield Trust sold 309 Stifel shares in Q2 2025, an estimated $19K.
  • Smithfield Trust first reported a position in Stifel in Q4 2017 and held it in 12 quarters.
  • Smithfield Trust's Stifel position peaked at $22K in Q4 2024.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Smithfield Trust's 13F filing for Q2 2025, filed 8 Aug 2025.