STA
SF

Summit Trail Advisors’s Stifel SF Stock Holding History

Summit Trail Advisors’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
Q1 		$1.93M Buy
26,049
+8,205
+46% +$652K 0.03% 557
2025
Q4 		$1.49M Buy
17,844
+1,581
+10% +$126K 0.03% 595
2025
Q3 		$1.23M Buy
+16,263
New +$1.22M 0.02% 715
2018
Q1 		– Sell
-5,049
Closed -$143K – 1436
2017
Q4 		$143K Buy
+5,049
New +$124K 0.02% 526

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Trail Advisors's SF Position: Q1 2026 in Review

Summit Trail Advisors increased its Stifel (SF) stake by 46% in Q1 2026, buying an estimated $652K and bringing the position to 26,049 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #557.

Summit Trail Advisors first reported a position in SF in Q4 2017 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Summit Trail Advisors held 26,049 shares of Stifel worth $1.93M as of Q1 2026.
  • Summit Trail Advisors bought 8,205 Stifel shares in Q1 2026, an estimated $652K.
  • Stifel made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #557 holding.
  • Summit Trail Advisors first reported a position in Stifel in Q4 2017 and has held it in 4 quarters since.
  • 630 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.