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Stifel Financial shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stifel Financial by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7k 77 113.57
2025-06-30 $5.8k 56 103.48
2025-03-31 $5.2k 56 93.55
2024-12-31 $5.8k 55 104.58

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

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