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Stifel Financial shares owned by Assetmark

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

Historical chart of Assetmark investment in Stifel Financial

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

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Quarterly reported holdings in Stifel Financial by Assetmark

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 26k 93.90
2024-06-30 $2.1M 25k 84.15
2024-03-31 $1.5M 19k 78.17
2023-12-31 $842k 12k 69.15
2023-09-30 $573k 9.3k 61.44
2023-06-30 $48k 808 59.67
2023-03-31 $48k 808 59.09
2022-12-31 $47k 808 58.37
2022-09-30 $42k 808 51.98
2022-06-30 $45k 808 55.69
2022-03-31 $89k 1.3k 68.04
2021-12-31 $93k 1.3k 70.56
2021-09-30 $90k 1.3k 68.29
2021-06-30 $85k 1.3k 64.49
2021-03-31 $93k 1.4k 64.32
2020-12-31 $73k 1.4k 50.52
2020-09-30 $49k 966 50.72
2020-06-30 $38k 791 48.04
2020-03-31 $39k 934 41.76
2019-12-31 $47k 776 60.57
2019-09-30 $46k 796 57.79
2019-06-30 $47k 796 59.05
2019-03-31 $42k 796 52.76
2018-12-31 $33k 796 41.46
2018-09-30 $44k 858 51.28
2018-06-30 $44k 843 52.19
2018-03-31 $50k 843 59.31
2017-12-31 $51k 854 59.72
2017-09-30 $45k 843 53.38
2017-06-30 $39k 843 46.26
2017-03-31 $44k 876 50.23
2016-12-31 $44k 876 50.23
2016-09-30 $34k 876 38.81
2016-06-30 $54k 1.7k 31.65
2016-03-31 $43k 1.4k 29.76
2015-12-31 $53k 1.3k 42.33