TFC Financial Management
SF icon

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
Q3 		$71 Hold
1
– – ﹤0.01% 954
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

TFC Financial Management's SF Position: Q3 2026 in Review

TFC Financial Management held its Stifel (SF) position steady in Q3 2026 at 1 share worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #954.

TFC Financial Management first reported a position in SF in Q1 2023 and has held it in 11 quarters since. The position peaked at $178 in Q1 2023. 247 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • TFC Financial Management held 1 share of Stifel worth $71 as of Q3 2026.
  • TFC Financial Management left its Stifel share count unchanged in Q3 2026.
  • Stifel made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #954 holding.
  • TFC Financial Management first reported a position in Stifel in Q1 2023 and has held it in 11 quarters since.
  • TFC Financial Management's Stifel position peaked at $178 in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.