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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Whittier Trust's SF Position: Q3 2025 in Review

Whittier Trust sold out of Stifel (SF) in Q3 2025, closing a stake of 504 shares — an estimated $34.9K sold.

Whittier Trust first reported a position in SF in Q1 2017 and held it in 17 quarters. The position peaked at $35.6K in Q4 2024. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

Whittier Trust reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 504 Stifel shares in Q3 2025, an estimated $34.9K.
Whittier Trust first reported a position in Stifel in Q1 2017 and held it in 17 quarters.
Whittier Trust's Stifel position peaked at $35.6K in Q4 2024.
551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.