Stifel Financial shares owned by Wellington Management Company
Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Stifel Financial
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Quarterly reported holdings in Stifel Financial by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392M | 3.5M | 113.47 |
| 2025-06-30 | $315M | 3.0M | 103.78 |
| 2025-03-31 | $234M | 2.5M | 94.26 |
| 2024-12-31 | $275M | 2.6M | 106.08 |
| 2024-09-30 | $184M | 2.0M | 93.90 |
| 2024-06-30 | $92M | 1.1M | 84.15 |
| 2024-03-31 | $36M | 455k | 78.17 |
| 2023-12-31 | $33M | 480k | 69.15 |
| 2023-09-30 | $30M | 484k | 61.44 |
| 2023-06-30 | $29M | 494k | 59.67 |
| 2023-03-31 | $29M | 493k | 59.09 |
| 2022-12-31 | $29M | 498k | 58.37 |
| 2022-03-31 | $36M | 534k | 67.90 |
| 2021-12-31 | $38M | 540k | 70.42 |
| 2021-09-30 | $41M | 604k | 67.96 |
| 2021-06-30 | $40M | 622k | 64.86 |
| 2021-03-31 | $40M | 626k | 64.06 |
| 2020-12-31 | $33M | 655k | 50.46 |
| 2020-09-30 | $23M | 449k | 50.56 |
| 2020-06-30 | $23M | 474k | 47.43 |
| 2020-03-31 | $19M | 455k | 41.28 |
| 2019-12-31 | $1.4M | 23k | 60.65 |
| 2018-12-31 | $1.6M | 40k | 41.42 |
| 2017-03-31 | $3.6M | 71k | 50.18 |
| 2014-03-31 | $6.2M | 125k | 49.76 |
| 2013-06-30 | $7.0M | 196k | 35.67 |
| 2011-12-31 | $4.8M | 149k | 32.05 |
| 2011-09-30 | $6.4M | 241k | 26.56 |
| 2011-06-30 | $58M | 1.6M | 35.86 |
| 2010-12-31 | $185M | 3.0M | 62.04 |
More positions owned by Wellington Management Company
View all positions for Wellington Management Company