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Stifel Financial shares owned by Covenant Asset Management

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

Historical chart of Covenant Asset Management investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stifel Financial by Covenant Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 31k 113.47
2025-06-30 $3.2M 30k 103.78
2017-06-30 $1.3M 28k 45.97
2017-03-31 $1.4M 27k 50.18
2016-12-31 $910k 18k 49.96

More positions owned by Covenant Asset Management

Invesco Qqq Tr Put Put Option (Principal) (QQQ)
Booking Holdings Put Put Option (Principal) (BKNG)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Microsoft Corporation (MSFT)
MercadoLibre (MELI)
Broadcom Call Call Option (Principal) (AVGO)
Netflix (NFLX)
Apple (AAPL)
Amazon Call Call Option (Principal) (AMZN)
Shopify Call Call Option (Principal) (SHOP)
Meta Platforms Call Call Option (Principal) (META)
Robinhood Mkts Call Call Option (Principal) (HOOD)
Spotify Technology S A Put Put Option (Principal) (SPOT)
Arista Networks Com Shs (ANET)
Costco Wholesale Corporation (COST)

View all positions for Covenant Asset Management

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