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Stifel Financial shares owned by Serenity Investment Advisors

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

Historical chart of Serenity Investment Advisors investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stifel Financial by Serenity Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $246k 3.4k 72.59
2025-12-31 $293k 2.3k 130.07

More positions owned by Serenity Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for Serenity Investment Advisors

Top funds holding Stifel Financial

BlackRock
Vanguard Group
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
FMR
Robeco Investment Management
Stifel Financial
Earnest Partners
Wellington Management Company
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Alliancebernstein
Dimensional Fund Advisors

View all funds holding Stifel Financial