Bridgewater Associates, LP

Position in SF — Stifel Financial Corp

CIK 1350694 Westport, CT

Position in SF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,085,621

-$1,965,870 QoQ

Shares Held

15,560

-62.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#262

of 592 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bridgewater Associates, LP holds $64,419,389 across 14 Capital Markets names. SF ranks #13 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XP	XP Inc.	1,255,551	$20,415,259
2	EVR	Evercore Inc.	33,194	$11,333,759
3	VIRT	Virtu Financial, Inc.	160,819	$9,579,987
4	MS	Morgan Stanley	18,729	$3,915,110
5	IBKR	Interactive Brokers Group, Inc.	42,076	$3,662,295
6	SCHW	Schwab Charles Corp	28,728	$2,650,732
7	WULF	Terawulf Inc.	89,081	$2,200,300
8	HLI	Houlihan Lokey, Inc.	16,007	$2,147,018

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,085,621	15,560	-62.3%	Shares	Sole	2026-08-14
2026-03-31	$3,051,491	41,281	-19.0%	Shares	Sole	2026-05-15
2025-12-31	$6,385,218	50,992	+34.4%	Shares	Sole	2026-02-13
2025-09-30	$4,303,692	37,928	+175.5%	Shares	Sole	2025-11-13
2025-06-30	$1,428,739	13,767	-76.7%	Shares	Sole	2025-08-13
2025-03-31	$5,573,405	59,128	+1745.4%	Shares	Sole	2025-05-14
2024-12-31	$339,880	3,204	-70.4%	Shares	Sole	2025-02-13
2024-09-30	$1,015,622	10,816	-22.5%	Shares	Sole	2024-11-13
2024-06-30	$1,175,070	13,964	+9.9%	Shares	Sole	2024-08-14
2023-12-31	$878,827	12,709	-66.0%	Shares	Sole	2024-02-14
2023-09-30	$2,296,504	37,378	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.