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
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All positions including Stifel Financial held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Stifel Financial by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $583k | 5.1k | 113.47 |
| 2025-06-30 | $819k | 7.9k | 103.78 |
| 2025-03-31 | $784k | 8.3k | 94.26 |
| 2024-12-31 | $835k | 7.9k | 106.08 |
| 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 |
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