TWM
SF

Trueblood Wealth Management’s Stifel SF Stock Holding History

Trueblood Wealth 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
Q1 		– Sell
-2,850
Closed -$238K – 265
2025
Q4 		$238K Sell
2,850
-150
-5% -$12K 0.09% 223
2025
Q3 		$227K Sell
3,000
-150
-5% -$11.2K 0.09% 237
2025
Q2 		$218K Sell
3,150
-143
-4% -$8.78K 0.09% 229
2025
Q1 		$207K Hold
3,293
– – 0.1% 225
2024
Q4 		$233K Sell
3,293
-600
-15% -$42.8K 0.11% 209
2024
Q3 		$244K Sell
3,893
-658
-14% -$37.5K 0.12% 194
2024
Q2 		$255K Sell
4,551
-300
-6% -$15.9K 0.14% 183
2024
Q1 		$253K Hold
4,851
– – 0.14% 184
2023
Q4 		$224K Buy
+4,851
New +$199K 0.14% 188

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return