STIFEL FINANCIAL CORP
Sector Allocation
- Other29.9%$36.0B
- Technology24.1%$29.0B
- Financials10.1%$12.1B
- Industrials7.9%$9.5B
- Healthcare7.4%$8.9B
- Consumer Discretionary6.2%$7.5B
- Consumer Staples5.0%$5.9B
- Energy2.8%$3.3B
- Materials2.3%$2.8B
- Utilities1.9%$2.3B
AUM History
13fpro.ai/research/fund/stifel-financial-corp-720672
Conviction and streaks
Stable · top 10 = 16.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$3.3BAAPL
$3.2BMSFT
$2.4BGOOGL
$2.1BAMZN
$2.0BAVGO
$1.7BCSCO
$1.5BJPM
$1.3BGOOG
$1.2BSPY
$1.2B- VANGUARD$1.1B
JNJ
$1.1B- ISHARES$1.1B
V
$1.1BMRK
$1.0B- ISHARES$1.0B
LLY
$943.9MABBV
$912.2MHD
$905.8MPEP
$844.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/stifel-financial-corp-720672
STIFEL FINANCIAL CORP 13F holdings — Q2 2026
$120.2B portfolio (+10.5% QoQ) · 3,702 holdings · Q2 2026 13F · top 10 are 17% of the stock portfolio
$3.3B
2.8% of stocks
-0.3%This quarter-3.6%Since filed7+ qtrsHeld$3.2B
2.6% of stocks
-0.3%This quarter+13.8%Since filed7+ qtrsHeld$2.4B
2.0% of stocks
-3%This quarter+8.2%Since filed7+ qtrsHeld$2.1B
1.7% of stocks
-2%This quarter-8.2%Since filed7+ qtrsHeld$2.0B
1.7% of stocks
+2%This quarter-6.8%Since filed7+ qtrsHeld$1.7B
1.4% of stocks
+0.4%This quarter-20.9%Since filed7+ qtrsHeld$1.5B
1.2% of stocks
-6%This quarter-11.0%Since filed7+ qtrsHeld$1.3B
1.1% of stocks
+0.4%This quarter-8.5%Since filed7+ qtrsHeld$1.2B
1.0% of stocks
+2%This quarter-8.2%Since filed7+ qtrsHeld$1.2B
1.0% of stocks
-3%This quarter-0.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — STIFEL FINANCIAL CORP (Q2 2026)
3,702 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.1B | 0.9% | 1.67M | +5% | — | — | 13F |
| 12 | JOHNSON & JOHNSON | Healthcare | $1.1B | 0.9% | 4.45M | -0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $1.1B | 0.9% | 8.17M | +12% | — | — | 13F |
| 14 | VISA INC. | Financials | $1.1B | 0.9% | 3.17M | -3% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Merck & Co., Inc. | Healthcare | $1.0B | 0.9% | 8.17M | -1% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $1.0B | 0.8% | 10.59M | -8% | — | — | 13F |
| 17 | ELI LILLY & Co | Healthcare | $943.9M | 0.8% | 787K | +1.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AbbVie Inc. | Healthcare | $912.2M | 0.8% | 3.63M | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | HOME DEPOT, INC. | Consumer Discretionary | $905.8M | 0.8% | 2.57M | +3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | PEPSICO INC | Consumer Staples | $844.9M | 0.7% | 6.24M | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $809.8M | 0.7% | 3.57M | +9% | — | — | 13F |
| 22 | TEXAS INSTRUMENTS INC | Technology | $792.8M | 0.7% | 2.66M | -10% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $777.1M | 0.7% | 1.06M | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $769.6M | 0.6% | 2.74M | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $726.4M | 0.6% | 7.34M | +0.3% | — | — | 13F |
| 26 | $PANW | Palo Alto Networks Inc | Technology | $719.0M | 0.6% | 2.11M | -3% | |||
| 27 | $META | Meta Platforms, Inc. | Technology | $693.8M | 0.6% | 1.23M | -11% | |||
| 28 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $676.9M | 0.6% | 4.62M | +0.8% | |||
| 29 | — | ISHARES TR - CORE S&P500 ETF | — | $676.4M | 0.6% | 903K | +26% | |||
| 30 | $APH | AMPHENOL CORP /DE/ | Technology | $663.6M | 0.6% | 3.76M | +2% | |||
| 31 | $GLW | CORNING INC /NY | Materials | $660.7M | 0.6% | 2.59M | -3% | |||
| 32 | $KO | COCA COLA CO | Consumer Staples | $658.1M | 0.6% | 8.10M | -3% | |||
| 33 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $650.9M | 0.5% | 696K | -1% | |||
| 34 | $CAT | CATERPILLAR INC | Industrials | $629.5M | 0.5% | 591K | +2% | |||
| 35 | $ETN | Eaton Corp plc | Industrials | $606.7M | 0.5% | 1.42M | -1% | |||
| 36 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $597.2M | 0.5% | 8.38M | +4% | |||
| 37 | $LMT | LOCKHEED MARTIN CORP | Industrials | $594.5M | 0.5% | 1.17M | -3% | |||
| 38 | — | ISHARES TR - RUS 1000 GRW ETF | — | $574.8M | 0.5% | 4.63M | +269% | |||
| 39 | $UNP | UNION PACIFIC CORP | Industrials | $573.5M | 0.5% | 2.11M | -3% | |||
| 40 | $AMGN | AMGEN INC | Healthcare | $560.7M | 0.5% | 1.55M | -0.4% | |||
| 41 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $559.5M | 0.5% | 1.17M | +6% | |||
| 42 | $CVX | CHEVRON CORP | Energy | $506.2M | 0.4% | 3.05M | -1.0% | |||
| 43 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $498.1M | 0.4% | 689K | -4% | |||
| 44 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $492.3M | 0.4% | 5.37M | +12% | |||
| 45 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $478.2M | 0.4% | 10.22M | +18% | |||
| 46 | — | ISHARES INC - CORE MSCI EMKT | — | $475.4M | 0.4% | 5.74M | +16% | |||
| 47 | $MDT | Medtronic plc | Healthcare | $474.4M | 0.4% | 6.06M | +5% | |||
| 48 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $459.3M | 0.4% | 338K | -6% | |||
| 49 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $450.6M | 0.4% | 2.97M | -1.0% | |||
| 50 | $WM | WASTE MANAGEMENT INC | Utilities | $448.9M | 0.4% | 2.01M | -6% | |||
| 51 | — | ISHARES TR - RUS 1000 VAL ETF | — | $441.7M | 0.4% | 1.82M | +24% | |||
| 52 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $436.7M | 0.4% | 1.95M | +6% | |||
| 53 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $431.0M | 0.4% | 4.70M | -5% | |||
| 54 | $ASML | ASML HOLDING NV | Technology | $425.3M | 0.3% | 214K | -14% | |||
| 55 | — | ISHARES TR - USD INV GRDE ETF | — | $424.4M | 0.3% | 8.27M | +16% | |||
| 56 | $CMI | CUMMINS INC | Industrials | $423.3M | 0.3% | 594K | -29% | |||
| 57 | $RTX | RTX Corp | Industrials | $415.7M | 0.3% | 2.19M | +4% | |||
| 58 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $411.2M | 0.3% | 1.52M | -4% | |||
| 59 | $NFLX | NETFLIX INC | Communication Services | $402.4M | 0.3% | 5.64M | +11% | |||
| 60 | $MU | MICRON TECHNOLOGY INC | Technology | $401.9M | 0.3% | 348K | +18% | |||
| 61 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $401.9M | 0.3% | 803K | -9% | |||
| 62 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $398.8M | 0.3% | 4.12M | -4% | |||
| 63 | — | VANGUARD INDEX FDS - VALUE ETF | — | $396.4M | 0.3% | 1.82M | +8% | |||
| 64 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $388.3M | 0.3% | 4.51M | +510% | |||
| 65 | — | VANGUARD WORLD FD - INF TECH ETF | — | $388.2M | 0.3% | 3.25M | +693% | |||
| 66 | $GEV | GE Vernova Inc. | Industrials | $379.3M | 0.3% | 323K | +5% | |||
| 67 | $WMT | Walmart Inc. | Consumer Staples | $375.8M | 0.3% | 3.32M | -2% | |||
| 68 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $368.7M | 0.3% | 2.21M | -4% | |||
| 69 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $362.1M | 0.3% | 2.65M | -29% | |||
| 70 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $359.7M | 0.3% | 1.19M | +1% | |||
| 71 | $GE | GENERAL ELECTRIC CO | Industrials | $356.7M | 0.3% | 954K | +36% | |||
| 72 | — | ISHARES TR - MBS ETF | — | $353.7M | 0.3% | 3.74M | +0.9% | |||
| 73 | $MRVL | Marvell Technology, Inc. | Technology | $352.6M | 0.3% | 1.18M | -34% | |||
| 74 | $ACN | Accenture plc | Technology | $350.9M | 0.3% | 2.82M | +28% | |||
| 75 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $348.0M | 0.3% | 1.83M | +6% | |||
| 76 | $MS | MORGAN STANLEY | Financials | $345.5M | 0.3% | 1.65M | +0.9% | |||
| 77 | $ABT | ABBOTT LABORATORIES | Healthcare | $344.6M | 0.3% | 3.80M | -2% | |||
| 78 | $MA | Mastercard Inc | Financials | $331.6M | 0.3% | 645K | -5% | |||
| 79 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $328.2M | 0.3% | 7.75M | +4% | |||
| 80 | $GS | GOLDMAN SACHS GROUP INC | Financials | $327.6M | 0.3% | 324K | +2% | |||
| 81 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $324.2M | 0.3% | 1.52M | -6% | |||
| 82 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $321.4M | 0.3% | 6.52M | +7% | |||
| 83 | $MCD | MCDONALDS CORP | Consumer Discretionary | $321.1M | 0.3% | 1.19M | +5% | |||
| 84 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $319.2M | 0.3% | 5.35M | -13% | |||
| 85 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $317.7M | 0.3% | 634K | -2% | |||
| 86 | $LRCX | LAM RESEARCH CORP | Technology | $316.6M | 0.3% | 731K | +5% | |||
| 87 | $TSLA | Tesla, Inc. | Consumer Discretionary | $315.4M | 0.3% | 750K | -0.3% | |||
| 88 | $ADI | ANALOG DEVICES INC | Technology | $304.0M | 0.3% | 765K | -5% | |||
| 89 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $302.0M | 0.3% | 3.61M | +1% | |||
| 90 | $CB | Chubb Ltd | Financials | $297.1M | 0.3% | 872K | +6% | |||
| 91 | $YUM | YUM BRANDS INC | Consumer Discretionary | $291.8M | 0.2% | 1.83M | -4% | |||
| 92 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $290.4M | 0.2% | 3.91M | +4% | |||
| 93 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $286.8M | 0.2% | 1.21M | -5% | |||
| 94 | — | ISHARES TR - CORE S&P TTL STK | — | $286.1M | 0.2% | 1.74M | +3% | |||
| 95 | $LIN | LINDE PLC | Materials | $285.5M | 0.2% | 550K | -1% | |||
| 96 | $PLD | Prologis, Inc. | Real Estate | $284.8M | 0.2% | 2.10M | +4% | |||
| 97 | $MSI | Motorola Solutions, Inc. | Technology | $284.7M | 0.2% | 685K | -2% | |||
| 98 | $DE | DEERE & CO | Industrials | $280.0M | 0.2% | 441K | +4% | |||
| 99 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $278.7M | 0.2% | 4.89M | -5% | |||
| 100 | $MCO | MOODYS CORP /DE/ | Financials | $278.2M | 0.2% | 614K | -6% | |||
| 101 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $277.9M | 0.2% | 751K | +2% | |||
| 102 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $275.5M | 0.2% | 2.27M | +53% | |||
| 103 | — | INVESCO EXCH TRADED FD TR II - RUSEL 1000 EQL | — | $274.2M | 0.2% | 4.63M | -0.3% | |||
| 104 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $272.4M | 0.2% | 655K | +0.7% | |||
| 105 | $SF | STIFEL FINANCIAL CORP | Financials | $271.2M | 0.2% | 3.89M | +3% | |||
| 106 | $AXP | AMERICAN EXPRESS CO | Financials | $269.3M | 0.2% | 796K | +11% | |||
| 107 | $TGT | TARGET CORP | Consumer Staples | $264.4M | 0.2% | 2.02M | +2% | |||
| 108 | $BX | Blackstone Inc. | Financials | $262.0M | 0.2% | 2.23M | +14% | |||
| 109 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $261.4M | 0.2% | 343K | -5% | |||
| 110 | $PM | Philip Morris International Inc. | Consumer Staples | $259.5M | 0.2% | 1.43M | +4% | |||
| 111 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $258.0M | 0.2% | 444K | +2% | |||
| 112 | $PH | Parker-Hannifin Corp | Industrials | $257.6M | 0.2% | 263K | +3% | |||
| 113 | $C | CITIGROUP INC | Financials | $257.1M | 0.2% | 1.84M | +4% | |||
| 114 | $PWR | QUANTA SERVICES, INC. | Industrials | $256.2M | 0.2% | 356K | +2% | |||
| 115 | $UBER | Uber Technologies, Inc | Technology | $255.7M | 0.2% | 3.54M | +37% | |||
| 116 | — | ISHARES INC - MSCI EQUAL WEITE | — | $253.8M | 0.2% | 2.22M | +7% | |||
| 117 | — | ISHARES TR - 3 7 YR TREAS BD | — | $252.2M | 0.2% | 2.15M | -11% | |||
| 118 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $247.6M | 0.2% | 1.05M | +1% | |||
| 119 | $NEE | NEXTERA ENERGY INC | Utilities | $246.7M | 0.2% | 2.81M | -1% | |||
| 120 | $MET | METLIFE INC | Financials | $246.7M | 0.2% | 2.92M | +3% | |||
| 121 | $GLD | SPDR GOLD TRUST | Financials | $244.6M | 0.2% | 664K | -2% | |||
| 122 | $PFE | PFIZER INC | Healthcare | $240.3M | 0.2% | 9.98M | +2% | |||
| 123 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $235.5M | 0.2% | 2.92M | +303% | |||
| 124 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $235.2M | 0.2% | 7.44M | +2% | |||
| 125 | — | ISHARES TR - IBOXX HI YD ETF | — | $233.9M | 0.2% | 2.93M | +7% | |||
| 126 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $230.6M | 0.2% | 4.58M | -11% | |||
| 127 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $219.8M | 0.2% | 1.39M | +1% | |||
| 128 | $HSY | HERSHEY CO | Consumer Staples | $218.3M | 0.2% | 1.24M | +2% | |||
| 129 | — | ISHARES TR - CORE DIV GRWTH | — | $217.2M | 0.2% | 2.87M | +3% | |||
| 130 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $216.8M | 0.2% | 2.67M | +5% | |||
| 131 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $216.6M | 0.2% | 2.62M | +1% | |||
| 132 | $IVZ | Invesco Ltd. | Financials | $216.4M | 0.2% | 1.02M | +0.0% | |||
| 133 | $BA | BOEING CO | Industrials | $216.0M | 0.2% | 998K | -2% | |||
| 134 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $213.1M | 0.2% | 1.98M | -13% | |||
| 135 | $NOW | ServiceNow, Inc. | Technology | $211.6M | 0.2% | 2.13M | +12% | |||
| 136 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $211.4M | 0.2% | 1.78M | -0.6% | |||
| 137 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $208.6M | 0.2% | 721K | -8% | |||
| 138 | $VRT | Vertiv Holdings Co | Technology | $206.6M | 0.2% | 617K | -0.8% | |||
| 139 | $HONA | Honeywell Aerospace Inc. | Industrials | $205.8M | 0.2% | 931K | New | |||
| 140 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $204.1M | 0.2% | 2.22M | -4% | |||
| 141 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $201.5M | 0.2% | 900K | -50% | |||
| 142 | — | ISHARES TR - 20 YR TR BD ETF | — | $201.4M | 0.2% | 2.33M | +1% | |||
| 143 | $PAYX | PAYCHEX INC | Technology | $201.1M | 0.2% | 2.05M | +11% | |||
| 144 | $CTAS | CINTAS CORP | Consumer Discretionary | $200.3M | 0.2% | 1.18M | -3% | |||
| 145 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $197.6M | 0.2% | 1.44M | +1% | |||
| 146 | — | ISHARES INC - MSCI EMRG CHN | — | $195.7M | 0.2% | 1.91M | +27% | |||
| 147 | — | ISHARES TR - CORE S&P MCP ETF | — | $192.8M | 0.2% | 2.50M | -0.8% | |||
| 148 | $ADBE | ADOBE INC. | Technology | $191.9M | 0.2% | 936K | +5% | |||
| 149 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $191.2M | 0.2% | 3.14M | +18% | |||
| 150 | $USB | US BANCORP \DE\ | Financials | $189.0M | 0.2% | 3.13M | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 197 new, 1,870 added to, 1,541 trimmed, 123 sold out. Share-count changes; largest moves by dollar size first.
New positions (197)
$HONAHoneywell Aerospace Inc.$205.8M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$35.3Mfirst bought this quarter
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$35.2M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$29.8M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA GLO USD ETF$25.2M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$16.3M
first bought this quarter
+191 more in the Excel export
Added to (1,870)
- ISHARES TR - RUS 1000 GRW ETF+269%
now $574.8M
- VANGUARD WORLD FD - INF TECH ETF+693%
now $388.2M
- VANGUARD INDEX FDS - GROWTH ETF+510%
now $388.3M
- VANGUARD INDEX FDS - MID CAP ETF+303%
now $235.5M
- ISHARES TR - CORE S&P500 ETF+26%
now $676.4M
$KLACKLA CORP+898%
now $143.6M · held 7+ qtrs
+1,864 more in the Excel export
Trimmed (1,541)
$APDAir Products & Chemicals, Inc.-71%
now $137.9M · held 7+ qtrs
- ISHARES TR - MSCI USA QLT FCT-72%
now $98.5M
$HONHONEYWELL INTERNATIONAL INC-50%
now $201.5M · held 7+ qtrs
$MRVLMarvell Technology, Inc.-34%
now $352.6M · held 7+ qtrs, 3 trims in a row
$CMICUMMINS INC-29%
now $423.3M · held 7+ qtrs, 4 trims in a row
$XOM.R34088EXXON MOBIL CORP-29%
now $362.1M · held 7+ qtrs, 2 trims in a row
+1,535 more in the Excel export
Holdings by quarter
Every 13F STIFEL FINANCIAL CORP has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow STIFEL FINANCIAL?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of STIFEL FINANCIAL's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 17% over the last 4
Top 10 weight
17%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
STIFEL FINANCIAL CORP disclosed 3,702 positions worth $120.2B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 2.8% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 197 new positions and exited 123 — including a new stake in $HONA and a full exit from $CTRA. The portfolio is most concentrated in Other (29.9% of disclosed assets). All figures are sourced directly from STIFEL FINANCIAL CORP’s Form 13F-HR filing with the SEC under CIK 720672.
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AI-Powered Hedge Fund Analysis: STIFEL FINANCIAL CORP
13F Pro is an AI hedge fund tracker and stock research platform. For STIFEL FINANCIAL CORP (SEC CIK: 720672), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in STIFEL FINANCIAL CORP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.