TD Asset Management
SF

TD Asset Management’s Stifel SF Stock Holding History

TD Asset Management’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 		– Sell
-4,800
Closed -$355K – 1307
2026
Q1 		$355K Sell
4,800
-768
-14% -$61K ﹤0.01% 1192
2025
Q4 		$465K Buy
+5,568
New +$445K ﹤0.01% 1178
2025
Q3 		– Sell
-9,282
Closed -$642K – 1282
2025
Q2 		$642K Sell
9,282
-33
-0.4% -$2.03K ﹤0.01% 1106
2025
Q1 		$585K Sell
9,315
-22,785
-71% -$1.61M ﹤0.01% 1131
2024
Q4 		$2.27M Sell
32,100
-2,100
-6% -$150K ﹤0.01% 975
2024
Q3 		$2.14M Sell
34,200
-1,500
-4% -$85.6K ﹤0.01% 1012
2024
Q2 		$2M Buy
35,700
+5,100
+17% +$270K ﹤0.01% 1000
2024
Q1 		$1.59M Buy
+30,600
New +$1.51M ﹤0.01% 1078

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TD Asset Management's SF Position: Q2 2026 in Review

TD Asset Management sold out of Stifel (SF) in Q2 2026, closing a stake of 4,800 shares — an estimated $355K sold.

TD Asset Management first reported a position in SF in Q1 2024 and held it in 8 quarters. The position peaked at $2.27M in Q4 2024. 456 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • TD Asset Management reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • TD Asset Management sold 4,800 Stifel shares in Q2 2026, an estimated $355K.
  • TD Asset Management first reported a position in Stifel in Q1 2024 and held it in 8 quarters.
  • TD Asset Management's Stifel position peaked at $2.27M in Q4 2024.
  • 456 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.