TPI
SF

Trust Point Inc’s Stifel SF Stock Holding History

Trust Point Inc’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 		$259K Sell
3,714
-2,911
-44% -$217K 0.02% 387
2026
Q1 		$490K Sell
6,625
-617
-9% -$49K 0.04% 257
2025
Q4 		$605K Sell
7,242
-386
-5% -$30.9K 0.05% 188
2025
Q3 		$577K Sell
7,628
-12
-0.2% -$898 0.05% 199
2025
Q2 		$529K Sell
7,640
-3,709
-33% -$228K 0.05% 180
2025
Q1 		$713K Sell
11,349
-4,617
-29% -$325K 0.07% 164
2024
Q4 		$1.13M Buy
15,966
+12,444
+353% +$888K 0.08% 134
2024
Q3 		$220K Buy
+3,522
New +$201K 0.02% 482
2024
Q1 		– Sell
-4,359
Closed -$201K – 545
2023
Q4 		$201K Buy
+4,359
New +$179K 0.02% 484

Other funds holding SF

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trust Point Inc's SF Position: Q2 2026 in Review

Trust Point Inc reduced its Stifel (SF) stake by 44% in Q2 2026, selling an estimated $217K and leaving 3,714 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #387.

Trust Point Inc first reported a position in SF in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.13M in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Trust Point Inc held 3,714 shares of Stifel worth $259K as of Q2 2026.
  • Trust Point Inc sold 2,911 Stifel shares in Q2 2026, an estimated $217K.
  • Stifel made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #387 holding.
  • Trust Point Inc first reported a position in Stifel in Q4 2023 and has held it in 9 quarters since.
  • Trust Point Inc's Stifel position peaked at $1.13M in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.