Stifel Financial shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Stifel Financial
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Quarterly reported holdings in Stifel Financial by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $394k | 3.8k | 103.78 |
| 2025-03-31 | $300k | 3.2k | 94.26 |
| 2024-12-31 | $338k | 3.2k | 106.08 |
| 2024-09-30 | $299k | 3.2k | 93.90 |
| 2023-12-31 | $225k | 3.3k | 69.15 |
| 2022-12-31 | $296k | 5.1k | 58.34 |
| 2022-09-30 | $272k | 5.2k | 51.91 |
| 2022-06-30 | $297k | 5.3k | 56.04 |
| 2022-03-31 | $435k | 6.4k | 67.87 |
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