Palisades Investment Partners, LLC
Position in SF — Stifel Financial Corp
CIK 1427373
SANTA MONICA, CA
Position in SF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,622,375
+$1,103,200 QoQ
Shares Held
49,004
+62.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 82.07493265855848.ToString("F0")%
Shared 0.ToString("F0")%
None 17.925067341441515.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Palisades Investment Partners, LLC holds $8,047,114 across 2 Capital Markets names. SF ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
|
77,627 | $4,424,739 | |
| 2 | SF |
Stifel Financial Corp
This page
|
49,004 | $3,622,375 |
All Filings in SF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,622,375 | 49,004 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,519,175 | 30,177 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,229,686 | 29,475 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,030,006 | 29,341 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,895,442 | 30,163 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,102,081 | 29,724 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,703,408 | 27,211 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $1,434,196 | 25,565 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||