Beirne Wealth Consulting Services »

Stifel Financial shares owned by Beirne Wealth Consulting Services

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Beirne Wealth Consulting Services from 13F filings

Historical chart of Beirne Wealth Consulting Services investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

All positions including Stifel Financial held by Beirne Wealth Consulting Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Stifel Financial by Beirne Wealth Consulting Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $350k 3.1k 113.54

More positions owned by Beirne Wealth Consulting Services

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Beirne Wealth Consulting Services

Top funds holding Stifel Financial

Vanguard Group
BlackRock
FMR
Wellington Management Company
State Street Corporation
Earnest Partners
Robeco Investment Management
Stifel Financial
Capital Research Global Investors
Alliancebernstein
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
AQR Capital Management
Millennium Management

View all funds holding Stifel Financial