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Managed Portfolio Ser shares owned by Stifel Financial

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Stifel Financial from 13F filings

Historical chart of Stifel Financial investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Ser by Stifel Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $437k 17k 25.66

More positions owned by Stifel Financial

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)
Cisco Systems (CSCO)
Johnson & Johnson (JNJ)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Stifel Financial

Top funds holding Managed Portfolio Ser

LPL Financial
Heritage Oak Wealth Advisors
Armis Advisers
Kestra Advisory Services
Apollon Wealth Management
Prospera Financial Services
United Advisor Group
Atria Investments
Delta Investment Management
CoreCap Advisors
Sigma Planning
Cambridge Investment Research Advisors
HFG Wealth Management
Arete Wealth Advisors
Envestnet Asset Management

View all funds holding Managed Portfolio Ser