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Stifel Financial shares owned by Financial & Tax Architects

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Financial & Tax Architects from 13F filings

Historical chart of Financial & Tax Architects investment in Stifel Financial

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All positions including Stifel Financial held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 1.6k 125.22

More positions owned by Financial & Tax Architects

Vanguard Total Stock Market Etf (VTI)
Ishares Msci Eafe Etf (EFA)
Spdr S&p 500 Etf (SPY)
Ishares 7-10 Year Treasury Bond Etf (IEF)
Ishares Core U.s. Reit Etf (USRT)
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf (BCI)
Invesco Emerging Markets Sovereign Debt Etf (PCY)
Ishares Core U.s. Aggregate Bond Etf (AGG)
Proshares S&p 500 Dividend Aristocrats Etf (NOBL)
Vanguard Short-term Inflation-protected Securities Etf (VTIP)
Wal-Mart Stores (WMT)
International Business Machines (IBM)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Caterpillar (CAT)

View all positions for Financial & Tax Architects

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
AQR Capital Management
Millennium Management
Invesco

View all funds holding Stifel Financial