Tompkins Financial’s Stifel SF Stock Holding History

Tompkins Financial’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
2021 Q1	–	Sell	-32	Closed	-$1K	–	519
2020 Q4	$1K	Buy	+32	New	+$950	﹤0.01%	495

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tompkins Financial's SF Position: Q1 2021 in Review

Tompkins Financial sold out of Stifel (SF) in Q1 2021, closing a stake of 32 shares — an estimated $1K sold.

Tompkins Financial first reported a position in SF in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 305 funds tracked by Wall St. Rank hold SF as of Q1 2021.

Tompkins Financial reported no remaining Stifel position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 32 Stifel shares in Q1 2021, an estimated $1K.
Tompkins Financial first reported a position in Stifel in Q4 2020 and held it in 1 quarter.
Tompkins Financial's Stifel position peaked at $1K in Q4 2020.
305 funds tracked by Wall St. Rank held Stifel as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.