INTECH INVESTMENT MANAGEMENT LLC
Position in SF — Stifel Financial Corp
CIK 1086318
WEST PALM BEACH, FL
Position in SF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,897,294
+$2,612,628 QoQ
Shares Held
39,195
+1049.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 3.548922056384743.ToString("F0")%
Shared 0.ToString("F0")%
None 96.45107794361526.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $141,683,020 across 26 Capital Markets names. SF ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,413 | $57,030,723 | |
| 2 | SCHW |
Schwab Charles Corp
|
319,604 | $30,036,383 | |
| 3 | MS |
Morgan Stanley
|
80,856 | $13,306,471 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
46,851 | $6,728,740 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
132,943 | $5,486,557 | |
| 6 | BGC |
BGC Group, Inc.
|
342,942 | $3,353,972 | |
| 7 | SF |
Stifel Financial Corp
This page
|
39,195 | $2,897,294 | |
| 8 | EVR |
Evercore Inc.
|
9,306 | $2,777,934 |
All Filings in SF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,897,294 | 39,195 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $284,666 | 3,410 | Shares | Sole | 2026-02-10 | |
| 2024-06-30 | $384,172 | 6,848 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $304,742 | 7,440 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||