Whittier Trust’s Stifel SF Stock Holding History

Whittier Trust’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	$6.46K	Buy	+86	New	+$6.41K	﹤0.01%	1193
2025 Q3	–	Sell	-504	Closed	-$34.9K	–	1577
2025 Q2	$34.9K	Hold	504	–	–	﹤0.01%	1017
2025 Q1	$31.7K	Hold	504	–	–	﹤0.01%	1019
2024 Q4	$35.6K	Hold	504	–	–	﹤0.01%	995
2024 Q3	$31.6K	Hold	504	–	–	﹤0.01%	1003
2024 Q2	$28.3K	Hold	504	–	–	﹤0.01%	1017
2024 Q1	$26.3K	Hold	504	–	–	﹤0.01%	1068
2023 Q4	$23.2K	Hold	504	–	–	﹤0.01%	1074
2023 Q3	$20.6K	Hold	504	–	–	﹤0.01%	1111
2023 Q2	$20K	Hold	504	–	–	﹤0.01%	1126
2023 Q1	$19.9K	Hold	504	–	–	﹤0.01%	1157
2022 Q4	$19.6K	Hold	504	–	–	﹤0.01%	1152
2022 Q3	$17K	Hold	504	–	–	﹤0.01%	1234
2022 Q2	$19K	Hold	504	–	–	﹤0.01%	1188
2022 Q1	$23K	Hold	504	–	–	﹤0.01%	1174
2021 Q4	$24K	Hold	504	–	–	﹤0.01%	1141
2021 Q3	$23K	Buy	+504	New	+$22.5K	﹤0.01%	1095
2017 Q2	–	Sell	-380	Closed	-$8K	–	1315
2017 Q1	$8K	Buy	+380	New	+$8.75K	﹤0.01%	1058

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's SF Position: Q2 2026 in Review

Whittier Trust opened a new position in Stifel (SF) in Q2 2026: 86 shares worth $6.46K. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings. This is a return to the name: Whittier Trust previously reported a position in SF as recently as Q2 2025.

Whittier Trust first reported a position in SF in Q1 2017 and has held it in 18 quarters since. The position peaked at $35.6K in Q4 2024. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Whittier Trust held 86 shares of Stifel worth $6.46K as of Q2 2026.
Stifel was a new Whittier Trust position in Q2 2026.
Stifel made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1193 holding.
Whittier Trust first reported a position in Stifel in Q1 2017 and has held it in 18 quarters since.
Whittier Trust's Stifel position peaked at $35.6K in Q4 2024.
594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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