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Stifel Financial shares owned by KCS Wealth Advisory

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

Historical chart of KCS Wealth Advisory investment in Stifel Financial

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

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Quarterly reported holdings in Stifel Financial by KCS Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 19k 61.44
2023-06-30 $1.4M 23k 59.67
2023-03-31 $1.3M 23k 59.09

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View all positions for KCS Wealth Advisory

Top funds holding Stifel Financial

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

View all funds holding Stifel Financial