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Stifel Financial shares owned by Meritage Portfolio Management

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

Historical chart of Meritage Portfolio Management investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stifel Financial by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $658k 7.0k 93.93
2024-06-30 $539k 6.4k 84.10
2024-03-31 $501k 6.4k 78.10
2023-12-31 $469k 6.8k 69.18
2023-09-30 $281k 4.6k 61.46
2023-06-30 $282k 4.7k 59.72
2023-03-31 $234k 4.0k 59.11
2022-12-31 $239k 4.1k 58.36
2022-09-30 $205k 4.0k 51.89
2022-06-30 $220k 3.9k 55.95
2022-03-31 $267k 3.9k 67.80
2021-12-31 $249k 3.5k 70.44
2021-09-30 $228k 3.4k 67.86
2021-06-30 $217k 3.3k 64.99