Stifel Financial
TBIL

Stifel Financial’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Stifel Financial’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$177M Buy
3,551,219
+1,166,829
+49% +$58.2M 0.15% 158
2026
Q1 		$119M Buy
2,384,390
+314,743
+15% +$15.7M 0.11% 204
2025
Q4 		$103M Buy
2,069,647
+48,435
+2% +$2.42M 0.09% 217
2025
Q3 		$101M Buy
2,021,212
+419,552
+26% +$20.9M 0.09% 213
2025
Q2 		$80.1M Sell
1,601,660
-163,641
-9% -$8.17M 0.08% 257
2025
Q1 		$88.3M Buy
1,765,301
+327,599
+23% +$16.4M 0.09% 227
2024
Q4 		$71.7M Buy
1,437,702
+102,130
+8% +$5.1M 0.07% 256
2024
Q3 		$66.8M Sell
1,335,572
-166,590
-11% -$8.32M 0.07% 268
2024
Q2 		$75.1M Buy
1,502,162
+280,476
+23% +$14M 0.08% 233
2024
Q1 		$61.1M Buy
1,221,686
+210,068
+21% +$10.5M 0.07% 265
2023
Q4 		$50.4M Buy
1,011,618
+287,044
+40% +$14.3M 0.06% 284
2023
Q3 		$36.3M Buy
724,574
+377,332
+109% +$18.9M 0.05% 323
2023
Q2 		$17.4M Buy
347,242
+89,986
+35% +$4.5M 0.02% 527
2023
Q1 		$12.9M Buy
+257,256
New +$12.9M 0.02% 598

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial's TBIL Position: Q2 2026 in Review

Stifel Financial increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 49% in Q2 2026, buying an estimated $58.2M and bringing the position to 3,551,219 shares worth $177M. The position accounts for 0.15% of the portfolio, ranked #158.

Stifel Financial first reported a position in TBIL in Q1 2023 and has held it in 14 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Stifel Financial held 3,551,219 shares of F/m US Treasury 3 Month Bill Fund worth $177M as of Q2 2026.
  • Stifel Financial bought 1,166,829 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $58.2M.
  • F/m US Treasury 3 Month Bill Fund made up 0.15% of Stifel Financial's portfolio in Q2 2026, its #158 holding.
  • Stifel Financial first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and has held it in 14 quarters since.
  • 317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.