Stifel Financial shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Stifel Financial
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Quarterly reported holdings in Stifel Financial by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 3.0k | 112.09 |
| 2025-06-30 | $315k | 3.0k | 103.78 |
| 2025-03-31 | $286k | 3.0k | 94.26 |
| 2024-12-31 | $322k | 3.0k | 106.08 |
| 2024-09-30 | $287k | 3.1k | 93.90 |
| 2024-06-30 | $257k | 3.1k | 84.15 |
| 2024-03-31 | $239k | 3.1k | 78.17 |
| 2023-12-31 | $212k | 3.1k | 69.15 |