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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
Q3 		$420 Hold
6
– – ﹤0.01% 787
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Trust Company's SF Position: Q3 2026 in Review

Trust Company held its Stifel (SF) position steady in Q3 2026 at 6 shares worth $420. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Trust Company first reported a position in SF in Q4 2025 and has held it in 4 quarters since. The position peaked at $501 in Q4 2025. 19 funds tracked by Wall St. Rank hold SF as of Q3 2026.

  • Trust Company held 6 shares of Stifel worth $420 as of Q3 2026.
  • Trust Company left its Stifel share count unchanged in Q3 2026.
  • Stifel made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #787 holding.
  • Trust Company first reported a position in Stifel in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Stifel position peaked at $501 in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.