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Stifel Financial shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in Stifel Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stifel Financial by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $60k 805 73.92

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Top funds holding Stifel Financial

BlackRock
Vanguard Group
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
FMR
Robeco Investment Management
Stifel Financial
Earnest Partners
Wellington Management Company
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Alliancebernstein
Dimensional Fund Advisors

View all funds holding Stifel Financial