Stifel Financial shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in Stifel Financial
Tip: Access up to 7 years of quarterly data
All positions including Stifel Financial held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Stifel Financial by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 3.0k | 114.92 |
| 2025-06-30 | $316k | 3.0k | 103.78 |
| 2025-03-31 | $1.5M | 16k | 94.26 |
| 2024-12-31 | $1.7M | 16k | 106.08 |
| 2024-09-30 | $1.5M | 16k | 93.90 |
| 2024-06-30 | $1.3M | 16k | 84.15 |
| 2024-03-31 | $1.2M | 16k | 78.17 |
| 2023-12-31 | $1.1M | 16k | 69.15 |
| 2023-09-30 | $981k | 16k | 61.44 |
| 2023-06-30 | $953k | 16k | 59.67 |
| 2023-03-31 | $943k | 16k | 59.09 |
| 2022-12-31 | $932k | 16k | 58.37 |
More positions owned by Mosaic Family Wealth Partners
View all positions for Mosaic Family Wealth Partners