Stifel Financial shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Stifel Financial
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Quarterly reported holdings in Stifel Financial by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $306k | 2.4k | 125.27 |
| 2025-09-30 | $277k | 2.4k | 113.45 |
| 2025-06-30 | $254k | 2.4k | 103.79 |
| 2025-03-31 | $230k | 2.4k | 94.25 |
| 2024-12-31 | $261k | 2.5k | 106.09 |
| 2024-09-30 | $222k | 2.4k | 93.90 |
| 2024-03-31 | $188k | 2.4k | 78.17 |
| 2023-12-31 | $153k | 2.2k | 69.15 |