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Stifel Financial shares owned by Parcion Private Wealth

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

Historical chart of Parcion Private Wealth investment in Stifel Financial

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

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Quarterly reported holdings in Stifel Financial by Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $358k 2.9k 125.22

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Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr National Mun Etf (MUB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Coinbase Global Com Cl A (COIN)
NVIDIA Corporation (NVDA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares A I Inno (BAI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Parcion Private 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