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Stifel Financial shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stifel Financial by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 3.3k 113.47
2025-06-30 $406k 3.9k 103.79
2025-03-31 $364k 3.9k 94.27
2024-12-31 $418k 3.9k 106.09
2024-09-30 $352k 3.7k 93.89
2024-06-30 $312k 3.7k 84.14

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View all positions for Legacy Capital Wealth Partners

Top funds holding Stifel Financial

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

View all funds holding Stifel Financial