SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

Position in SF — Stifel Financial Corp

CIK 1446179 BALA CYNWYD, PA

Position in SF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$15,951,584

+$6,350,264 QoQ

Shares Held

228,631

+76.0% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#84

of 595 holders

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $128,957,799 across 15 Capital Markets names. SF ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	155,543	$32,514,708
2	SF	Stifel Financial Corp This page	228,631	$15,951,584
3	IBKR	Interactive Brokers Group, Inc.	129,959	$11,311,631
4	XP	XP Inc.	613,381	$9,973,575
5	JEF	Jefferies Financial Group Inc.	196,580	$9,825,068
6	MRX	Marex Group Ltd	155,555	$9,481,077
7	GS	Goldman Sachs Group Inc	7,587	$7,673,264
8	PIPR	Piper Sandler Companies	101,470	$7,340,339

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,951,584	228,631	+76.0%	Shares	Sole	2026-08-14
2026-03-31	$9,601,320	129,888	-67.0%	Shares	Sole	2026-05-15
2022-03-31	$26,691,509	393,100	0.0%	Shares	Defined	2022-05-16
2021-12-31	$27,682,121	393,100	-8.5%	Shares	Defined	2022-02-14
2021-09-30	$29,209,841	429,809	-6.4%	Shares	Defined	2021-11-15
2021-06-30	$29,777,874	459,110	+706.7%	Shares	Defined	2021-08-11
2021-03-31	$3,645,657	56,910	-1.6%	Shares	Defined	2021-05-17
2020-12-31	$2,917,092	57,810	+261.3%	Shares	Defined	2021-02-16
2020-09-30	$809,010	16,001	—	Shares	Defined	2020-11-16
No filing history on record for this holder in this stock.