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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
2025-09-30 $227k 2.0k 113.47
2025-06-30 $218k 2.1k 103.78
2025-03-31 $207k 2.2k 94.26
2024-12-31 $233k 2.2k 106.08
2024-03-31 $253k 3.2k 78.17
2023-12-31 $224k 3.2k 69.15

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Oracle Corporation (ORCL)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded A Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Republic Services (RSG)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for Trueblood Wealth Management

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