B. Riley Wealth Advisors, Inc.

Position in SF — Stifel Financial Corp

CIK 1464811 MEMPHIS, TN

Position in SF

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

Position Value

$618,511

-$42,038 QoQ

Shares Held

8,865

-0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#308

of 592 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $17,119,483 across 9 Capital Markets names. SF ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,975	$9,077,045
2	MS	Morgan Stanley	24,365	$5,093,259
3	SCHW	Schwab Charles Corp	14,792	$1,364,857
4	SF	Stifel Financial Corp This page	8,865	$618,511
5	HOOD	Robinhood Markets, Inc.	4,612	$462,491
6	IBKR	Interactive Brokers Group, Inc.	2,799	$243,624
7	IREN	IREN Ltd	4,530	$207,156
8	BTBT	Bit Digital, Inc	27,000	$48,600

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,511	8,865	-0.8%	Shares	Sole	2026-07-14
2026-03-31	$660,549	8,936	+43.2%	Shares	Sole	2026-04-27
2025-12-31	$781,623	6,242	-6.4%	Shares	Sole	2026-02-17
2025-09-30	$756,391	6,666	+1.8%	Shares	Sole	2025-10-31
2025-06-30	$679,863	6,551	+1.1%	Shares	Sole	2025-08-19
2024-12-31	$687,292	6,479	-11.8%	Shares	Sole	2025-02-25
2024-09-30	$689,601	7,344	-42.2%	Shares	Sole	2024-12-13
2024-06-30	$1,068,705	12,700	-8.5%	Shares	Sole	2024-08-19
2024-03-31	$1,085,077	13,881	+7.9%	Shares	Sole	2024-05-16
2023-12-31	$889,614	12,865	-7.3%	Shares	Sole	2024-03-15
2023-09-30	$852,848	13,881	+78.8%	Shares	Sole	2023-12-01
2023-03-31	$458,715	7,763	+54.0%	Shares	Sole	2023-05-17
2021-12-31	$354,987	5,041	+8.3%	Shares	Other	2022-01-28
2021-09-30	$316,354	4,655	-21.3%	Shares	Other	2021-11-16
2020-12-31	$298,521	5,916	+37.5%	Shares	Other	2021-02-04
2020-09-30	$217,508	4,302	—	Shares	Other	2020-11-09
No filing history on record for this holder in this stock.