WTC
SF

WhitTier Trust Company’s Stifel SF Stock Holding History

WhitTier 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
Q1 		$12.9K Buy
176
+75
+74% +$5.96K ﹤0.01% 1006
2025
Q4 		$8.93K Sell
101
-37
-27% -$2.96K ﹤0.01% 1030
2025
Q3 		$10.3K Sell
138
-3
-2% -$225 ﹤0.01% 1003
2025
Q2 		$9.76K Hold
141
– – ﹤0.01% 1141
2025
Q1 		$8.86K Buy
141
+6
+4% +$423 ﹤0.01% 1119
2024
Q4 		$9.55K Hold
135
– – ﹤0.01% 1069
2024
Q3 		$8.45K Hold
135
– – ﹤0.01% 1064
2024
Q2 		$7.57K Sell
135
-2
-1% -$106 ﹤0.01% 1027
2024
Q1 		$7.11K Buy
137
+21
+18% +$1.03K ﹤0.01% 991
2023
Q4 		$5.32K Buy
116
+2
+2% +$82 ﹤0.01% 1028
2023
Q3 		$4.67K Buy
114
+43
+61% +$1.81K ﹤0.01% 998
2023
Q2 		$2.8K Buy
+71
New +$2.77K ﹤0.01% 1078

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return