STIFEL FINANCIAL CORP

Position in MRCY — Mercury Systems Inc

CIK 720672 ST. LOUIS, MO

Position in MRCY

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

Position Value

$2,677,680

+$1,369,895 QoQ

Shares Held

21,889

+22.0% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#136

of 391 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $2,521,144,341 across 49 Aerospace & Defense names. MRCY ranks #33 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	1,166,742	$594,408,376
2	RTX	RTX Corp	2,190,766	$415,654,030
3	GE	General Electric Co	954,419	$356,695,010
4	BA	Boeing Co	997,846	$216,003,721
5	HONA	Honeywell Aerospace Inc.	931,045	$205,835,424
6	GD	General Dynamics Corp	254,784	$90,254,682
7	HWM	Howmet Aerospace Inc.	329,133	$88,490,696
8	HEI	Heico Corp	313,886	$88,435,900

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,677,680	21,889	+22.0%	Shares	Defined	2026-08-12
2026-03-31	$1,307,785	17,937	-3.1%	Shares	Defined	2026-05-12
2025-12-31	$1,351,779	18,515	+13.2%	Shares	Defined	2026-02-13
2025-09-30	$1,265,644	16,352	-14.8%	Shares	Defined	2025-11-12
2025-06-30	$1,033,250	19,184	+187.7%	Shares	Defined	2025-08-14
2025-03-31	$287,323	6,668	0.0%	Shares	Defined	2025-05-14
2024-12-31	$280,056	6,668	+0.3%	Shares	Defined	2025-02-13
2024-09-30	$246,087	6,651	+74.6%	Shares	Defined	2024-11-14
2021-03-31	$269,105	3,809	-51.3%	Shares	Defined	2021-05-14
2020-12-31	$689,333	7,828	-18.3%	Shares	Defined	2021-02-12
2020-09-30	$741,833	9,577	-7.8%	Shares	Defined	2020-11-16
2020-06-30	$816,962	10,386	-4.0%	Shares	Defined	2020-08-14
2020-03-31	$771,826	10,819	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.