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 Q2	$13.2K	Hold	176	–	–	﹤0.01%	1021
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 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

WhitTier Trust Company's SF Position: Q2 2026 in Review

WhitTier Trust Company held its Stifel (SF) position steady in Q2 2026 at 176 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

WhitTier Trust Company first reported a position in SF in Q2 2023 and has held it in 13 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

WhitTier Trust Company held 176 shares of Stifel worth $13.2K as of Q2 2026.
WhitTier Trust Company left its Stifel share count unchanged in Q2 2026.
Stifel made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1021 holding.
WhitTier Trust Company first reported a position in Stifel in Q2 2023 and has held it in 13 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.