STIFEL FINANCIAL CORP

Position in FMS — Fresenius Medical Care AG

CIK 720672 ST. LOUIS, MO

Position in FMS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,152,019

+$332,240 QoQ

Shares Held

95,180

+18.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#33

of 232 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Healthcare · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $47,471,717 across 15 Medical Care Facilities names. FMS ranks #7 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	38,969	$15,193,622
2	ENSG	Ensign Group, Inc	53,255	$8,536,774
3	EHC	Encompass Health Corp	57,927	$5,855,261
4	CHE	Chemed Corp	6,571	$3,060,377
5	USPH	U S Physical Therapy Inc /Nv	41,718	$2,865,191
6	THC	Tenet Healthcare Corp	14,752	$2,759,803
7	FMS	Fresenius Medical Care AG This page	95,180	$2,152,019
8	ASTH	Astrana Health, Inc.	33,114	$1,536,820

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,152,019	95,180	+18.0%	Shares	Defined	2026-08-12
2026-03-31	$1,819,779	80,664	+383.2%	Shares	Defined	2026-05-12
2022-06-30	$416,371	16,695	+22.6%	Shares	Defined	2022-08-15
2022-03-31	$458,686	13,619	-2.7%	Shares	Defined	2022-05-13
2021-12-31	$454,439	14,000	+14.0%	Shares	Defined	2022-02-14
2021-09-30	$429,360	12,278	+14.6%	Shares	Defined	2021-11-15
2021-06-30	$445,420	10,715	-7.5%	Shares	Defined	2021-08-13
2021-03-31	$427,069	11,580	+20.8%	Shares	Defined	2021-05-14
2020-12-31	$398,475	9,588	+5.1%	Shares	Defined	2021-02-12
2020-09-30	$387,586	9,124	+10.7%	Shares	Defined	2020-11-16
2020-06-30	$356,799	8,244	-50.9%	Shares	Defined	2020-08-14
2020-03-31	$550,349	16,779	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.