Crestwood Advisors Group, LLC

Position in SF — Stifel Financial Corp

CIK 1426853 BOSTON, MA

Position in SF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$13,398,909

-$911,706 QoQ

Shares Held

192,044

-0.8% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#94

of 597 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 98% Shared 2% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $58,790,816 across 11 Capital Markets names. SF ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,297	$17,493,666
2	SF	Stifel Financial Corp This page	192,044	$13,398,909
3	SCHW	Schwab Charles Corp	114,586	$10,572,850
4	LAZ	Lazard, Inc.	202,261	$8,482,825
5	MS	Morgan Stanley	18,879	$3,946,466
6	PJT	PJT Partners Inc.	14,257	$2,151,951
7	VIRT	Virtu Financial, Inc.	23,546	$1,402,635
8	HOOD	Robinhood Markets, Inc.	5,296	$531,082

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,398,909	192,044	-0.8%	Shares	Other	2026-08-03
2026-03-31	$14,310,615	193,596	+51.7%	Shares	Other	2026-05-05
2025-12-31	$15,975,442	127,579	+0.2%	Shares	Other	2026-02-03
2025-09-30	$14,443,148	127,286	-0.1%	Shares	Other	2025-11-07
2025-06-30	$13,222,200	127,406	+0.1%	Shares	Other	2025-08-05
2025-03-31	$11,991,474	127,217	-1.5%	Shares	Other	2025-05-05
2024-12-31	$13,694,821	129,099	+0.1%	Shares	Other	2025-02-04
2024-09-30	$12,107,841	128,944	+0.0%	Shares	Other	2024-10-30
2024-06-30	$10,847,103	128,902	+1.1%	Shares	Other	2024-08-01
2024-03-31	$9,970,654	127,551	+7.2%	Shares	Other	2024-05-08
2023-12-31	$8,224,493	118,937	+1.1%	Shares	Other	2024-02-13
2023-09-30	$7,231,426	117,699	—	Shares	Other	2023-11-15
No filing history on record for this holder in this stock.