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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

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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
2024-03-31 $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)
Chevron Corporation (CVX)
Caterpillar (CAT)
UnitedHealth (UNH)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Home Depot (HD)
First Tr Exchange-traded Smid Risng Etf (SDVY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
McDonald's Corporation (MCD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Trueblood Wealth Management

Top funds holding Stifel Financial

Vanguard Group
Earnest Partners
Millennium Management
Stifel Financial
Alliancebernstein
Dimensional Fund Advisors
LSV Asset Management
Fisher Investments
Principal Financial Group
Jennifer Ranahan
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Channing Capital Management
Goldman Sachs Group

View all funds holding Stifel Financial