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Stifel Financial shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

All positions including Stifel Financial held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $83k 730 113.47
2025-06-30 $77k 739 103.78
2025-03-31 $72k 761 94.26
2024-12-31 $80k 750 106.08
2024-09-30 $72k 765 93.90
2024-06-30 $62k 736 84.15
2024-03-31 $59k 750 78.17
2023-12-31 $53k 760 69.15

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Ishares Msci Eafe Value Etf Etf (EFV)
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Schwab Fundamental International Equity Etf Etf (FNDF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Ge Aerospace Stock (GE)
Vanguard Small Cap Value Etf Etf (VBR)

View all positions for Bruce G. Allen Investments

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