Boston Partners

Position in SF — Stifel Financial Corp

CIK 1386060 BOSTON, MA

Position in SF

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$313,448,888

+$119,503,063 QoQ

Shares Held

4,240,380

+82.5% QoQ

Ownership

1.12%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93.55614355317212.ToString("F0")% Shared 0.ToString("F0")% None 6.443856446827878.ToString("F0")%

Financial Services · as of Mar 31, 2026

Boston Partners holds $3,952,101,638 across 16 Capital Markets names. SF ranks #5 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	4,131,498	$1,242,878,542
2	GS	Goldman Sachs Group Inc	913,460	$772,778,023
3	MS	Morgan Stanley	4,429,180	$728,910,151
4	SCHW	Schwab Charles Corp	5,486,614	$515,631,982
5	SF	Stifel Financial Corp This page	4,240,380	$313,448,888
6	EVR	Evercore Inc.	580,174	$173,187,738
7	BGC	BGC Group, Inc.	7,285,941	$71,256,502
8	SNEX	StoneX Group Inc.	839,732	$67,724,384

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$313,448,888	4,240,380	+82.5%	Shares	Defined	2026-05-11
2025-12-31	$193,945,825	2,323,261	-2.0%	Shares	Defined	2026-02-13
2025-09-30	$179,424,893	2,371,880	+2.0%	Shares	Other	2025-11-13
2025-06-30	$160,945,490	2,326,249	+2727.0%	Shares	Other	2025-08-12
2025-03-31	$5,170,977	82,288	+388.0%	Shares	Defined	2025-05-13
2024-12-31	$1,192,551	16,863	-13.0%	Shares	Defined	2025-02-11
2024-09-30	$1,213,000	19,377	-28.8%	Shares	Defined	2024-11-12
2024-06-30	$1,527,098	27,221	-5.5%	Shares	Defined	2024-08-14
2024-03-31	$1,500,915	28,801	-23.7%	Shares	Defined	2024-05-28
2023-12-31	$1,740,966	37,765	+0.5%	Shares	Defined	2024-02-07
2023-09-30	$1,538,703	37,566	-12.7%	Shares	Defined	2023-11-08
2023-06-30	$1,711,216	43,017	0.0%	Shares	Defined	2023-08-10
2023-03-31	$1,694,581	43,017	0.0%	Shares	Defined	2023-05-09
2022-12-31	$1,673,933	43,017	+2.4%	Shares	Defined	2023-02-08
2022-09-30	$1,454,242	42,022	+2.0%	Shares	Defined	2022-11-09
2022-06-30	$1,538,049	41,183	+6.9%	Shares	Defined	2022-08-10
2022-03-31	$1,743,311	38,512	+3.0%	Shares	Defined	2022-05-10
2021-12-31	$1,755,384	37,391	0.0%	Shares	Defined	2022-02-04
2021-09-30	$1,694,062	37,391	-12.6%	Shares	Defined	2021-11-05
2021-06-30	$1,849,720	42,778	-7.6%	Shares	Defined	2021-08-12
2021-03-31	$1,977,063	46,294	-7.7%	Shares	Defined	2021-05-10
2020-12-31	$1,687,146	50,153	+33.9%	Shares	Defined	2021-02-10
2020-09-30	$841,767	37,460	-1.0%	Shares	Defined	2020-11-13
2020-06-30	$797,393	37,827	-20.8%	Shares	Defined	2020-08-12
2020-03-31	$875,944	47,744	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.