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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Trueblood Wealth Management's SF Position: Q1 2026 in Review

Trueblood Wealth Management sold out of Stifel (SF) in Q1 2026, closing a stake of 2,850 shares — an estimated $238K sold.

Trueblood Wealth Management first reported a position in SF in Q4 2023 and held it in 9 quarters. The position peaked at $255K in Q2 2024. 634 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • Trueblood Wealth Management reported no remaining Stifel position as of Q1 2026 after selling out during the quarter.
  • Trueblood Wealth Management sold 2,850 Stifel shares in Q1 2026, an estimated $238K.
  • Trueblood Wealth Management first reported a position in Stifel in Q4 2023 and held it in 9 quarters.
  • Trueblood Wealth Management's Stifel position peaked at $255K in Q2 2024.
  • 634 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.