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Stifel Financial shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain Advisors investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stifel Financial by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 2.7k 113.45
2025-06-30 $265k 2.6k 103.76
2025-03-31 $263k 2.8k 94.26
2024-12-31 $302k 2.8k 106.08
2024-09-30 $288k 3.1k 93.90

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View all positions for Sage Mountain Advisors

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