Stifel Financial shares owned by Creative Planning
Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Stifel Financial
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Quarterly reported holdings in Stifel Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 43k | 113.47 |
| 2025-06-30 | $2.9M | 28k | 103.78 |
| 2025-03-31 | $1.9M | 21k | 94.26 |
| 2024-12-31 | $1.6M | 16k | 106.08 |
| 2024-09-30 | $1.4M | 15k | 93.90 |
| 2024-06-30 | $1.3M | 15k | 84.16 |
| 2024-03-31 | $1.1M | 14k | 78.17 |
| 2023-12-31 | $537k | 7.8k | 69.15 |
| 2023-09-30 | $361k | 5.9k | 61.44 |
| 2023-06-30 | $332k | 5.6k | 59.67 |
| 2023-03-31 | $301k | 5.1k | 59.10 |
| 2022-12-31 | $228k | 3.9k | 58.38 |
| 2017-06-30 | $6.0k | 136 | 44.12 |
| 2017-03-31 | $4.0k | 80 | 50.00 |
| 2016-12-31 | $4.0k | 80 | 50.00 |
| 2016-09-30 | $3.0k | 70 | 42.86 |
| 2016-06-30 | $4.0k | 124 | 32.26 |
| 2015-09-30 | $24k | 574 | 41.81 |
| 2015-03-31 | $36k | 639 | 56.34 |
| 2014-12-31 | $30k | 596 | 50.34 |
| 2014-09-30 | $28k | 596 | 46.98 |
| 2014-06-30 | $28k | 596 | 46.98 |
| 2014-03-31 | $30k | 596 | 50.34 |