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Stifel Financial shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

All positions including Stifel Financial held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $141k 1.2k 113.48
2025-03-31 $735k 7.8k 94.26
2024-12-31 $682k 6.4k 106.08
2024-09-30 $526k 5.6k 93.90
2024-06-30 $367k 4.4k 84.15
2018-09-30 $7.9k 162 49.02

More positions owned by Measured Wealth Private Client Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)
United Parcel Service CL B (UPS)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Communication (XLC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Measured Wealth Private Client Group

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