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Equibles

MONETA GROUP INVESTMENT ADVISORS LLC

Position in SF — Stifel Financial Corp

CIK 1120927 ST LOUIS, MO
Back to SF Full portfolio

Position in SF

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,912,478
-$171,390 QoQ
Shares Held
41,744
+0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#195
of 597 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $20,228,912 across 11 Capital Markets names. SF ranks #4 (14.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IREN
IREN Ltd
 117,972 $5,394,859
2 GS
Goldman Sachs Group Inc
 4,443 $4,493,516
3 SCHW
Schwab Charles Corp
 31,637 $2,919,145
4 SF
Stifel Financial Corp
This page 		41,744 $2,912,478
5 MS
Morgan Stanley
 12,594 $2,632,649
6 HLI
Houlihan Lokey, Inc.
 3,667 $491,854
7 ETOR
eToro Group Ltd.
 11,461 $452,365
8 BMNR
Bitmine Immersion Technologies, Inc.
 30,443 $405,196

All Filings in SF

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,912,478 41,744
2026-03-31 $3,083,868 41,719
2025-12-31 $3,467,091 27,688
2025-09-30 $3,250,009 28,642
2025-06-30 $1,927,921 18,577
2025-03-31 $1,678,959 17,812
2024-12-31 $1,889,496 17,812
2024-09-30 $1,768,418 18,833
2024-06-30 $1,041,692 12,379
2024-03-31 $977,671 12,507
2023-12-31 $671,515 9,711
2023-09-30 $592,220 9,639
2023-06-30 $560,181 9,388
2023-03-31 $563,718 9,540
2022-12-31 $473,555 8,113
2022-09-30 $485,981 9,362
2022-06-30 $961,023 17,155
2022-03-31 $1,073,975 15,817
2021-12-31 $1,116,016 15,848
2021-09-30 $1,093,001 16,083
2021-06-30 $1,141,017 17,592
2021-03-31 $1,664,984 25,991
2020-12-31 $1,311,001 25,981
2020-09-30 $876,002 17,326
2020-06-30 $819,021 17,268
2020-03-31 $534,989 12,960