ENVESTNET ASSET MANAGEMENT INC

Position in SF — Stifel Financial Corp

CIK 1407543 Berwyn, PA

Position in SF

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$47,334,524

+$12,711,862 QoQ

Shares Held

640,348

+54.4% QoQ

Ownership

0.169%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $1,743,864,240 across 34 Capital Markets names. SF ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	5,622,983	$528,447,942
2	MS	Morgan Stanley	3,100,379	$510,229,372
3	GS	Goldman Sachs Group Inc	290,242	$245,541,829
4	LPLA	LPL Financial Holdings Inc.	336,764	$101,308,714
5	IBKR	Interactive Brokers Group, Inc.	1,063,175	$71,307,147
6	SF	Stifel Financial Corp This page	640,348	$47,334,524
7	HLI	Houlihan Lokey, Inc.	329,441	$47,314,316
8	HOOD	Robinhood Markets, Inc.	523,771	$36,297,330

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$47,334,524	640,348	+54.4%	Shares	Sole	2026-05-04
2025-12-31	$34,622,662	414,742	-15.0%	Shares	Sole	2026-02-10
2025-09-30	$36,903,713	487,843	-1.4%	Shares	Sole	2025-11-05
2025-06-30	$34,228,597	494,728	-1.4%	Shares	Sole	2025-08-01
2025-03-31	$31,544,423	501,980	-2.4%	Shares	Sole	2025-04-29
2024-12-31	$36,370,235	514,285	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$32,229,985	514,856	+0.1%	Shares	Sole	2024-11-07
2024-06-30	$28,858,569	514,413	+1.7%	Shares	Sole	2024-08-08
2024-03-31	$26,348,640	505,603	+3.1%	Shares	Sole	2024-05-13
2023-12-31	$22,602,737	490,298	-0.4%	Shares	Sole	2024-02-13
2023-09-30	$20,170,629	492,447	+86.8%	Shares	Sole	2023-11-13
2023-06-30	$10,488,872	263,672	+0.9%	Shares	Sole	2023-08-04
2023-03-31	$10,291,223	261,243	+8.7%	Shares	Sole	2023-05-11
2022-12-31	$9,348,375	240,236	-1.2%	Shares	Sole	2023-02-07
2022-09-30	$8,416,487	243,204	-0.5%	Shares	Sole	2022-11-10
2022-06-30	$9,131,081	244,495	+9.2%	Shares	Sole	2022-08-03
2022-03-31	$10,135,847	223,914	+1.6%	Shares	Sole	2022-05-04
2021-12-31	$10,349,681	220,456	+11.0%	Shares	Sole	2022-02-04
2021-09-30	$8,995,192	198,540	+6.8%	Shares	Sole	2021-10-07
2021-06-30	$8,039,137	185,919	-6.0%	Shares	Sole	2021-08-04
2021-03-31	$8,451,271	197,891	-2.7%	Shares	Sole	2021-05-04
2020-12-31	$6,841,770	203,382	+58.0%	Shares	Sole	2021-02-02
2020-09-30	$2,891,828	128,691	+9.1%	Shares	Sole	2020-10-09
2020-06-30	$2,485,837	117,924	+4.2%	Shares	Sole	2020-07-08
2020-03-31	$2,076,185	113,164	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.