Leo Wealth »

Stifel Financial shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Stifel Financial by Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 1.8k 125.22

More positions owned by Leo Wealth

Vanguard World Esg Us Stk Etf (ESGV)
Affirm Hldgs Com Cl A (AFRM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Johnson & Johnson (JNJ)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Leo Wealth

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
AQR Capital Management
Millennium Management
Invesco

View all funds holding Stifel Financial