Trust Company’s Stifel SF Stock Holding History

Trust Company’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 Q2	$419	Hold	6	–	–	﹤0.01%	800
2026 Q1	$444	Hold	6	–	–	﹤0.01%	747
2025 Q4	$501	Buy	+6	New	+$480	﹤0.01%	692

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trust Company's SF Position: Q2 2026 in Review

Trust Company held its Stifel (SF) position steady in Q2 2026 at 6 shares worth $419. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Trust Company first reported a position in SF in Q4 2025 and has held it in 3 quarters since. The position peaked at $501 in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Trust Company held 6 shares of Stifel worth $419 as of Q2 2026.
Trust Company left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #800 holding.
Trust Company first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
Trust Company's Stifel position peaked at $501 in Q4 2025.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.