STIFEL FINANCIAL CORP (SF) — Institutional Holders, Q2 2026 (page 6)
601 institutional investment managers reported a SF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SF 13F holders ranked 501–600 of 601
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | ZRC WEALTH MANAGEMENT#501 · 237 sh | 237 | $16.5K | — | +977.3% |
| 502 | Covestor Ltd#502 · 234 sh | 234 | $16.0K | <0.01% | -39.7% |
| 503 | SALEM INVESTMENT COUNSELORS#503 · 225 sh | 225 | $15.7K | — | 0.0% |
| 504 | CENTRAL#504 · 220 sh | 220 | $15.3K | <0.01% | 0.0% |
| 505 | CREATIVE FINANCIAL DESIGNS#505 · 213 sh | 213 | $14.9K | <0.01% | 0.0% |
| 506 | JFS WEALTH ADVISORS#506 · 205 sh | 205 | $14.3K | <0.01% | 0.0% |
| 507 | First Command Advisory Services#507 · 664 sh | 664 | $13.9K | <0.01% | +220.8% |
| 508 | WHITTIER OF NEVADA#508 · 176 sh | 176 | $13.2K | <0.01% | 0.0% |
| 509 | Oakworth Capital#509 · 186 sh | 186 | $13.0K | — | 0.0% |
| 510 | CVA Family Office#510 · 167 sh | 167 | $11.7K | <0.01% | -21.6% |
| 511 | Owl Creek Wealth Partners#511 · 149 sh | 149 | $10.4K | — | +11.2% |
| 512 | Dogwood Wealth Management#512 · 145 sh | 145 | $10.1K | <0.01% | -13.7% |
| 513 | Boreal Capital Management#513 · 145 sh | 145 | $10.1K | <0.01% | 0.0% |
| 514 | Frazier Financial Advisors#514 · 141 sh | 141 | $9.8K | <0.01% | 0.0% |
| 515 | Wealth Enhancement Services#515 · 139 sh | 139 | $9.7K | — | +1444.4% |
| 516 | ACTION POINT FINANCIAL PLANNING#516 · 140 sh | 140 | $9.6K | <0.01% | New |
| 517 | FARMERS & MERCHANTS INVESTMENTS#517 · 133 sh | 133 | $9.3K | — | 0.0% |
| 518 | WPG Advisers#518 · 129 sh | 129 | $9.0K | <0.01% | -27.1% |
| 519 | Clearstead#519 · 124 sh | 124 | $8.7K | <0.01% | New |
| 520 | Silver Grove Financial Group#520 · 120 sh | 120 | $8.4K | <0.01% | New |
| 521 | Basepoint Wealth#521 · 104 sh | 104 | $7.2K | <0.01% | +1.0% |
| 522 | Retirement Wealth Solutions#522 · 94 sh | 94 | $6.5K | — | -9.6% |
| 523 | WHITTIER#523 · 86 sh | 86 | $6.5K | <0.01% | New |
| 524 | BOK Financial Private Wealth#524 · 87 sh | 87 | $6.1K | <0.01% | New |
| 525 | Continuum Advisory#525 · 86 sh | 86 | $6.0K | <0.01% | New |
| 526 | Torren Management#526 · 85 sh | 85 | $5.9K | <0.01% | 0.0% |
| 527 | Arlington#527 · 85 sh | 85 | $5.9K | — | 0.0% |
| 528 | Bell Investment Advisors#528 · 84 sh | 84 | $5.9K | <0.01% | -7.7% |
| 529 | AMERICAN NATIONAL BANK#529 · 82 sh | 82 | $5.7K | — | 0.0% |
| 530 | FIRST HORIZON NATIONAL#530 · 82 sh | 82 | $5.7K | — | New |
| 531 | Daytona Street Capital#531 · 72 sh | 72 | $5.4K | — | 0.0% |
| 532 | SouthState Bank#532 · 77 sh | 77 | $5.4K | <0.01% | 0.0% |
| 533 | WEBSTER BANK, N. A.#533 · 76 sh | 76 | $5.3K | <0.01% | +20.6% |
| 534 | WealthCollab#534 · 76 sh | 76 | $5.3K | <0.01% | 0.0% |
| 535 | Activest Wealth Management#535 · 74 sh | 74 | $5.2K | — | -84.1% |
| 536 | North Star Investment Management#536 · 73 sh | 73 | $5.1K | <0.01% | -9.9% |
| 537 | Millstone Evans Group#537 · 72 sh | 72 | $5.0K | <0.01% | 0.0% |
| 538 | Cape Investment Advisory#538 · 71 sh | 71 | $5.0K | — | New |
| 539 | Rossby Financial, LCC#539 · 70 sh | 70 | $4.9K | <0.01% | -1.4% |
| 540 | Cornerstone Planning Group#540 · 56 sh | 56 | $4.4K | — | -50.0% |
| 541 | Signature Equity Partners#541 · 63 sh | 63 | $4.4K | <0.01% | +40.0% |
| 542 | Plante Moran Financial Advisors#542 · 60 sh | 60 | $4.2K | <0.01% | +11.1% |
| 543 | Creative Capital Management Investments#543 · 59 sh | 59 | $4.1K | <0.01% | New |
| 544 | TrueNorth#544 · 58 sh | 58 | $4.0K | <0.01% | +56.8% |
| 545 | Private Wealth Management Group#545 · 58 sh | 58 | $4.0K | — | 0.0% |
| 546 | Steigerwald, Gordon & Koch#546 · 55 sh | 55 | $3.8K | <0.01% | 0.0% |
| 547 | MANNING & NAPIER ADVISORS#547 · 54 sh | 54 | $3.7K | 0.00% | New |
| 548 | PRIVATE NA#548 · 45 sh | 45 | $3.2K | — | 0.0% |
| 549 | Capital Advisors, Ltd.#549 · 48 sh | 48 | $3.0K | <0.01% | 0.0% |
| 550 | Prestige Wealth Management Group#550 · 41 sh | 41 | $2.9K | <0.01% | 0.0% |
| 551 | Manchester Capital Management#551 · 39 sh | 39 | $2.7K | — | +14.7% |
| 552 | Moisand Fitzgerald Tamayo#552 · 37 sh | 37 | $2.6K | — | 0.0% |
| 553 | Dunhill Financial#553 · 36 sh | 36 | $2.5K | <0.01% | -5.3% |
| 554 | DiNuzzo Private Wealth#554 · 34 sh | 34 | $2.4K | — | 0.0% |
| 555 | Rialto Wealth Management#555 · 34 sh | 34 | $2.4K | <0.01% | +54.5% |
| 556 | HIGHLINE WEALTH PARTNERS#556 · 32 sh | 32 | $2.2K | — | 0.0% |
| 557 | Ares Financial Consulting#557 · 31 sh | 31 | $2.2K | — | 0.0% |
| 558 | Sachetta#558 · 30 sh | 30 | $2.1K | <0.01% | 0.0% |
| 559 | High Note Wealth#559 · 30 sh | 30 | $2.1K | <0.01% | -16.7% |
| 560 | Cromwell#560 · 30 sh | 30 | $2.1K | <0.01% | +114.3% |
| 561 | TD Capital Management#561 · 29 sh | 29 | $2.0K | <0.01% | 0.0% |
| 562 | Avion Wealth#562 · 29 sh | 29 | $2.0K | <0.01% | +7.4% |
| 563 | Bay Harbor Wealth Management#563 · 28 sh | 28 | $2.0K | <0.01% | +64.7% |
| 564 | SHP Wealth Management#564 · 28 sh | 28 | $2.0K | <0.01% | -40.4% |
| 565 | ALBION FINANCIAL GROUP#565 · 27 sh | 27 | $1.9K | — | 0.0% |
| 566 | HFM Investment Advisors#566 · 25 sh | 25 | $1.7K | <0.01% | +92.3% |
| 567 | Glen Eagle Advisors#567 · 25 sh | 25 | $1.7K | <0.01% | 0.0% |
| 568 | ATLAS CAPITAL ADVISORS#568 · 24 sh | 24 | $1.7K | <0.01% | 0.0% |
| 569 | Hughes Financial Services#569 · 21 sh | 21 | $1.5K | <0.01% | -4.5% |
| 570 | Principia Wealth Advisory#570 · 19 sh | 19 | $1.3K | <0.01% | 0.0% |
| 571 | Physician Wealth Advisors#571 · 18 sh | 18 | $1.3K | — | -67.3% |
| 572 | AdvisorNet Financial#572 · 15 sh | 15 | $1.0K | — | +50.0% |
| 573 | Kilter Group#573 · 15 sh | 15 | $1.0K | <0.01% | 0.0% |
| 574 | James T. Borello RIA#574 · 15 sh | 15 | $1.0K | — | -77.6% |
| 575 | CX Institutional#575 · 14 sh | 14 | $1.0K | — | 0.0% |
| 576 | BROWN, LISLE/CUMMINGS#576 · 14 sh | 14 | $977.00 | — | -12.5% |
| 577 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#577 · 12 sh | 12 | $862.00 | <0.01% | 0.0% |
| 578 | Bare Financial Services#578 · 12 sh | 12 | $837.00 | <0.01% | 0.0% |
| 579 | LRI Investments#579 · 11 sh | 11 | $767.00 | <0.01% | New |
| 580 | GHP Investment Advisors#580 · 10 sh | 10 | $698.00 | — | 0.0% |
| 581 | Financial Management Professionals#581 · 10 sh | 10 | $698.00 | — | 0.0% |
| 582 | Nemes Rush Group#582 · 9 sh | 9 | $628.00 | <0.01% | 0.0% |
| 583 | BOKF, NA#583 · 9 sh | 9 | $628.00 | 0.00% | New |
| 584 | Transamerica Financial Advisors#584 · 9 sh | 9 | $627.00 | <0.01% | -89.5% |
| 585 | Bogart Wealth#585 · 8 sh | 8 | $558.00 | 0.00% | New |
| 586 | DecisionPoint Financial#586 · 6 sh | 6 | $432.00 | <0.01% | New |
| 587 | Trust Co#587 · 6 sh | 6 | $419.00 | — | 0.0% |
| 588 | American Capital Advisory#588 · 5 sh | 5 | $349.00 | <0.01% | +66.7% |
| 589 | CoreCap Advisors#589 · 4 sh | 4 | $279.00 | — | -55.6% |
| 590 | Valued Wealth Advisors#590 · 3 sh | 3 | $215.00 | <0.01% | 0.0% |
| 591 | MOTCO#591 · 3 sh | 3 | $209.00 | 0.00% | New |
| 592 | RAFFA WEALTH MANAGEMENT#592 · 2 sh | 2 | $140.00 | 0.00% | -50.0% |
| 593 | MARYLAND CAPITAL ADVISORS#593 · 2 sh | 2 | $140.00 | — | — |
| 594 | Quaker Wealth Management#594 · 1 sh | 1 | $70.00 | — | -75.0% |
| 595 | TFC Financial Management#595 · 1 sh | 1 | $70.00 | — | 0.0% |
| 596 | SBI Securities , Ltd.#596 · 1 sh | 1 | $70.00 | — | 0.0% |
| 597 | Medallion Wealth Advisors#597 · 1 sh | 1 | $70.00 | 0.00% | New |
| 598 | Measured Wealth Private Client Group#598 · 0 sh | 0 | $12.00 | 0.00% | -100.0% |
| 599 | Evolution Advisers#599 · 1 sh | 1 | $0.00 | 0.00% | New |
| 600 | Navigoe#600 · 4 sh | 4 | $0.00 | 0.00% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.