TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S (STBF) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2024 to Q4 2025

Type / Class
Equity / PERFORMANCE TR S
Symbol
STBF
Price per share
$25.36
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
538,977
Total reported value
$13,728,798
% of total 13F portfolios
0%
Share change
+380,774
Value change
+$9,700,792
Number of holders
12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 12 institutional investors reported holding 538,977 shares of TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S (STBF).

Institutional Holders of TRUST FOR PROFESSIONAL MANAG - PERFORMANCE TR S (STBF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 202,100 $5,124,252 -$6,220,843 $25.36 2
2025 Q3 538,977 $13,728,798 +$9,700,792 $25.47 12
2025 Q2 158,203 $4,010,366 -$529,684 $25.35 8
2025 Q1 157,194 $3,975,752 +$2,333,521 $25.29 9
2024 Q4 87,117 $2,186,294 +$383,567 $25.10 9
2024 Q3 49,483 $1,259,109 -$1,549,524 $25.45 5
2024 Q2 110,396 $2,772,604 +$2,772,604 $25.12 4