Sumitomo Mitsui Trust Group
SF

Sumitomo Mitsui Trust Group’s Stifel SF Stock Holding History

Sumitomo Mitsui Trust Group’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
-26,219
Closed -$1.65M – 1064
2025
Q1 		$1.65M Buy
+26,219
New +$1.85M ﹤0.01% 816
2021
Q4 		– Sell
-4,800
Closed -$217K – 1204
2021
Q3 		$217K Buy
+4,800
New +$214K ﹤0.01% 1168

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

Sumitomo Mitsui Trust Group's SF Position: Q2 2025 in Review

Sumitomo Mitsui Trust Group sold out of Stifel (SF) in Q2 2025, closing a stake of 26,219 shares — an estimated $1.65M sold.

Sumitomo Mitsui Trust Group first reported a position in SF in Q3 2021 and held it in 2 quarters. The position peaked at $1.65M in Q1 2025. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Sumitomo Mitsui Trust Group reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 26,219 Stifel shares in Q2 2025, an estimated $1.65M.
  • Sumitomo Mitsui Trust Group first reported a position in Stifel in Q3 2021 and held it in 2 quarters.
  • Sumitomo Mitsui Trust Group's Stifel position peaked at $1.65M in Q1 2025.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2025, filed 31 Jul 2025.