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Stifel Financial shares owned by WBI Investments

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by WBI Investments from 13F filings

Historical chart of WBI Investments investment in Stifel Financial

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All positions including Stifel Financial held by WBI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by WBI Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 10k 125.22
2025-09-30 $576k 5.1k 113.47
2025-06-30 $928k 8.9k 103.78
2014-09-30 $3.9M 84k 46.90

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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
AQR Capital Management
Millennium Management
Invesco

View all funds holding Stifel Financial