TFM
SF

TFC Financial Management’s Stifel SF Stock Holding History

TFC Financial 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 		$70 Hold
1
– – ﹤0.01% 961
2026
Q1 		$74 Sell
1
-1
-50% -$79 ﹤0.01% 908
2025
Q4 		$126 Hold
2
– – ﹤0.01% 836
2025
Q3 		$114 Hold
2
– – ﹤0.01% 877
2025
Q2 		$104 Hold
2
– – ﹤0.01% 882
2025
Q1 		$95 Hold
2
– – ﹤0.01% 829
2024
Q4 		$107 Hold
2
– – ﹤0.01% 821
2024
Q3 		$94 Hold
2
– – ﹤0.01% 858
2024
Q2 		$85 Buy
+2
New +$106 ﹤0.01% 852
2023
Q2 		– Sell
-5
Closed -$178 – 740
2023
Q1 		$178 Buy
+5
New +$210 ﹤0.01% 671

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

TFC Financial Management's SF Position: Q2 2026 in Review

TFC Financial Management held its Stifel (SF) position steady in Q2 2026 at 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #961.

TFC Financial Management first reported a position in SF in Q1 2023 and has held it in 10 quarters since. The position peaked at $178 in Q1 2023. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • TFC Financial Management held 1 share of Stifel worth $70 as of Q2 2026.
  • TFC Financial Management left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #961 holding.
  • TFC Financial Management first reported a position in Stifel in Q1 2023 and has held it in 10 quarters since.
  • TFC Financial Management's Stifel position peaked at $178 in Q1 2023.
  • 594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.