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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

Tip: Access up to 7 years of quarterly data

All positions including Stifel Financial held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $212k 3.1k 69.15

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Top funds holding Stifel Financial

Vanguard Group
Earnest Partners
Millennium Management
Stifel Financial
Alliancebernstein
Dimensional Fund Advisors
LSV Asset Management
Fisher Investments
Jennifer Ranahan
Norges Bank Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Principal Financial Group
Channing Capital Management
Goldman Sachs Group

View all funds holding Stifel Financial