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
Download as csvQuarterly reported holdings in Stifel Financial by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 34k | 113.47 |
| 2025-06-30 | $3.8M | 37k | 103.78 |
| 2025-03-31 | $3.3M | 35k | 94.26 |
| 2024-12-31 | $3.3M | 31k | 106.08 |
| 2024-09-30 | $2.8M | 30k | 93.90 |
| 2024-03-31 | $953k | 12k | 78.17 |
| 2023-12-31 | $348k | 5.0k | 69.16 |
More positions owned by Beverly Hills Private Wealth
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