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
2026
Q2 		$241K Buy
+3,449
New +$257K ﹤0.01% 1052
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SF Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group opened a new position in Stifel (SF) in Q2 2026: 3,449 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings. This is a return to the name: Sumitomo Mitsui Trust Group previously reported a position in SF as recently as Q1 2025.

Sumitomo Mitsui Trust Group first reported a position in SF in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.65M in Q1 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 3,449 shares of Stifel worth $241K as of Q2 2026.
  • Stifel was a new Sumitomo Mitsui Trust Group position in Q2 2026.
  • Stifel made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #1052 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Stifel in Q3 2021 and has held it in 3 quarters since.
  • Sumitomo Mitsui Trust Group's Stifel position peaked at $1.65M in Q1 2025.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.