Palisades Investment Partners, LLC
Position in SF — Stifel Financial Corp
CIK 1427373
SANTA MONICA, CA
Position in SF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,498,686
-$123,689 QoQ
Shares Held
50,146
+2.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#172
of 596 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Palisades Investment Partners, LLC holds $9,026,676 across 2 Capital Markets names. SF ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
|
84,500 | $5,527,990 | |
| 2 | SF |
Stifel Financial Corp
This page
|
50,146 | $3,498,686 |
All Filings in SF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,498,686 | 50,146 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,622,375 | 49,004 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,778,763 | 30,177 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,344,529 | 29,475 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,045,010 | 29,341 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,843,164 | 30,163 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,153,121 | 29,724 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,555,112 | 27,211 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $2,151,294 | 25,565 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||