TIM
SF

Tortoise Investment Management’s Stifel SF Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-11
Closed -$794 – 1227
2025
Q3 		$794 Buy
11
+9
+450% +$674 ﹤0.01% 1100
2025
Q2 		$104 Buy
+2
New +$123 ﹤0.01% 1263

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tortoise Investment Management's SF Position: Q4 2025 in Review

Tortoise Investment Management sold out of Stifel (SF) in Q4 2025, closing a stake of 11 shares — an estimated $794 sold.

Tortoise Investment Management first reported a position in SF in Q2 2025 and held it in 2 quarters. The position peaked at $794 in Q3 2025. 629 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • Tortoise Investment Management reported no remaining Stifel position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 11 Stifel shares in Q4 2025, an estimated $794.
  • Tortoise Investment Management first reported a position in Stifel in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Stifel position peaked at $794 in Q3 2025.
  • 629 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.