UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in SF — Stifel Financial Corp

CIK 1463217 IRVING, TX

Position in SF

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,007,478

-$21,340 QoQ

Shares Held

14,440

+3.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#270

of 592 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $68,544,920 across 13 Capital Markets names. SF ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	37,373	$37,797,931
2	SCHW	Schwab Charles Corp	147,353	$13,596,261
3	MS	Morgan Stanley	49,436	$10,334,101
4	HOOD	Robinhood Markets, Inc.	16,431	$1,647,700
5	SF	Stifel Financial Corp This page	14,440	$1,007,478
6	IBKR	Interactive Brokers Group, Inc.	10,585	$921,318
7	EVR	Evercore Inc.	2,636	$900,035
8	LPLA	LPL Financial Holdings Inc.	2,193	$617,724

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,007,478	14,440	+3.8%	Shares	Defined	2026-08-17
2026-03-31	$1,028,818	13,918	+52.5%	Shares	Defined	2026-05-15
2025-12-31	$1,142,882	9,127	-5.5%	Shares	Defined	2026-02-17
2025-09-30	$1,095,666	9,656	+211.6%	Shares	Defined	2025-11-14
2025-06-30	$321,614	3,099	-4.9%	Shares	Defined	2025-08-11
2025-03-31	$307,099	3,258	+3.5%	Shares	Defined	2025-05-13
2024-12-31	$334,045	3,149	-0.7%	Shares	Defined	2025-02-13
2024-09-30	$297,850	3,172	-21.6%	Shares	Defined	2024-11-12
2024-06-30	$340,302	4,044	+16.3%	Shares	Defined	2024-08-14
2024-03-31	$271,875	3,478	-5.7%	Shares	Defined	2024-05-15
2023-12-31	$255,163	3,690	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.