Baker Avenue Asset Management, LP

Position in SF — Stifel Financial Corp

CIK 1432529 SAN FRANCISCO, CA

Position in SF

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$208,824

+$203,541 QoQ

Shares Held

2,825

+2089.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $71,110,140 across 7 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	289,713	$29,052,419
2	GS	Goldman Sachs Group Inc	20,853	$21,090,098
3	SCHW	Schwab Charles Corp	174,367	$16,088,843
4	FIGR	Figure Technology Solutions, Inc.	71,740	$2,203,135
5	MS	Morgan Stanley	7,154	$1,495,472
6	EVR	Evercore Inc.	1,900	$648,736
7	JEF	Jefferies Financial Group Inc.	10,633	$531,437

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$208,824	2,825	+3184.9%	Shares	Sole	2026-05-12
2023-09-30	$5,283	86	-99.1%	Shares	Sole	2023-11-15
2022-06-30	$520,314	9,288	+0.0%	Shares	Sole	2022-08-03
2022-03-31	$630,519	9,286	+3.4%	Shares	Sole	2022-05-16
2021-12-31	$632,653	8,984	+5.9%	Shares	Sole	2022-02-11
2021-09-30	$576,641	8,485	-2.8%	Shares	Sole	2021-11-15
2021-06-30	$565,903	8,725	-14.0%	Shares	Sole	2021-08-16
2021-03-31	$649,632	10,141	-8.9%	Shares	Sole	2021-05-17
2020-12-31	$561,670	11,131	+49.2%	Shares	Sole	2021-02-17
2020-09-30	$377,076	7,458	+24.4%	Shares	Sole	2020-11-16
2020-06-30	$284,247	5,993	+6.2%	Shares	Sole	2020-08-12
2020-03-31	$232,984	5,644	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.