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Stifel Financial shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stifel Financial by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.5M 88k 73.92
2025-12-31 $3.6M 29k 125.21
2024-12-31 $282k 2.7k 106.06
2024-09-30 $274k 2.9k 93.89

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View all positions for Kingsview Wealth Management

Top funds holding Stifel Financial

BlackRock
Vanguard Group
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
FMR
Robeco Investment Management
Stifel Financial
Earnest Partners
Wellington Management Company
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Alliancebernstein
Dimensional Fund Advisors

View all funds holding Stifel Financial