MONETA GROUP INVESTMENT ADVISORS LLC
Position in SF — Stifel Financial Corp
CIK 1120927
ST LOUIS, MO
Position in SF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,083,868
+$772,474 QoQ
Shares Held
41,719
+50.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $17,692,653 across 10 Capital Markets names. SF ranks #4 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
117,041 | $4,012,165 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,534 | $3,835,718 | |
| 3 | SCHW |
Schwab Charles Corp
|
35,576 | $3,343,432 | |
| 4 | SF |
Stifel Financial Corp
This page
|
41,719 | $3,083,868 | |
| 5 | MS |
Morgan Stanley
|
10,734 | $1,766,494 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
3,907 | $561,123 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
24,839 | $491,315 | |
| 8 | ETOR |
eToro Group Ltd.
|
11,461 | $344,173 |
All Filings in SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,083,868 | 41,719 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,311,394 | 27,688 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,166,672 | 28,642 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,285,281 | 18,577 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,119,306 | 17,812 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,259,664 | 17,812 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,178,945 | 18,833 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $694,461 | 12,379 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $651,781 | 12,507 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $447,677 | 9,711 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $394,813 | 9,639 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $373,454 | 9,388 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $375,812 | 9,540 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $315,703 | 8,113 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $323,987 | 9,362 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $640,682 | 17,155 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $715,983 | 15,817 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $744,011 | 15,848 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $728,667 | 16,083 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $760,678 | 17,592 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,109,989 | 25,991 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $874,000 | 25,981 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $389,334 | 17,326 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $364,009 | 17,268 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $237,773 | 12,960 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||