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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return