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Stifel Financial shares owned by Icon Wealth Partners

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Icon Wealth Partners from 13F filings

Historical chart of Icon Wealth Partners investment in Stifel Financial

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

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Quarterly reported holdings in Stifel Financial by Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $136k 2.2k 61.44
2023-06-30 $111k 1.9k 59.67
2023-03-31 $110k 1.9k 59.09

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Top funds holding Stifel Financial

Vanguard Group
BlackRock
BlackRock
Capital Research Global Investors
State Street Corporation
Alliancebernstein
Earnest Partners
Morgan Stanley
Stifel Financial
Dimensional Fund Advisors
Hanna Zanoni
Geode Capital Management
Macquarie Group
LSV Asset Management
Fisher Investments

View all funds holding Stifel Financial