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Stifel Financial shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

All positions including Stifel Financial held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $188k 2.4k 78.17
2023-12-31 $153k 2.2k 69.15

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Top funds holding Stifel Financial

Vanguard Group
BlackRock
FMR
Earnest Partners
Millennium Management
Alliancebernstein
Stifel Financial
Dimensional Fund Advisors
LSV Asset Management
Hanna Zanoni
Geode Capital Management
Fisher Investments
Principal Financial Group
Jennifer Ranahan
Charles Schwab Investment Management

View all funds holding Stifel Financial