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Profesionally Managed Portfo shares owned by Stifel Financial

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Stifel Financial from 13F filings

Historical chart of Stifel Financial investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Stifel Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 51k 33.31
2025-06-30 $362k 12k 31.18

More positions owned by Stifel Financial

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wal-Mart Stores (WMT)
Home Depot (HD)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cisco Systems (CSCO)
Johnson & Johnson (JNJ)

View all positions for Stifel Financial

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Integrated Wealth Concepts
Congress Asset Management
Clarendon Private
Gibbs Wealth Management
Stifel Financial
Portside Wealth Group
Rockefeller Capital Management
Apollon Wealth Management
Skopos Labs
GK Wealth Management

View all funds holding Profesionally Managed Portfo