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Stifel Financial shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

All positions including Stifel Financial held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 30k 93.90
2024-03-31 $953k 12k 78.17
2023-12-31 $348k 5.0k 69.16

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Top funds holding Stifel Financial

Vanguard Group
BlackRock
BlackRock
Capital Research Global Investors
State Street Corporation
Alliancebernstein
Earnest Partners
Morgan Stanley
Stifel Financial
Dimensional Fund Advisors
Hanna Zanoni
Geode Capital Management
Macquarie Group
LSV Asset Management
Fisher Investments

View all funds holding Stifel Financial