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Stifel Financial shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stifel Financial by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $233k 2.2k 106.08
2024-03-31 $253k 3.2k 78.17
2023-12-31 $224k 3.2k 69.15

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Chevron Corporation (CVX)
UnitedHealth (UNH)

View all positions for Trueblood Wealth Management

Top funds holding Stifel Financial

Vanguard Group
BlackRock
FMR
Capital Research Global Investors
State Street Corporation
Alliancebernstein
Earnest Partners
Stifel Financial
Dimensional Fund Advisors
Wellington Management Company
Hanna Zanoni
Geode Capital Management
LSV Asset Management
Macquarie Group
Fisher Investments

View all funds holding Stifel Financial