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Stifel Financial shares owned by Plan

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

Historical chart of Plan investment in Stifel Financial

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

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Quarterly reported holdings in Stifel Financial by Plan

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 9.2k 113.47
2025-06-30 $954k 9.2k 103.78
2025-03-31 $867k 9.2k 94.26

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Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Emerson Electric (EMR)

View all positions for Plan

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