Fiera Capital Corp

Position in SF — Stifel Financial Corp

CIK 1505817 MONTREAL, A8

Position in SF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$48,787,230

-$41,775,488 QoQ

Shares Held

699,258

-42.9% QoQ

Ownership

0.186%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#37

of 592 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 56% Shared 2% None 42%

Financial Services · as of Jun 30, 2026

Fiera Capital Corp holds $126,702,061 across 5 Capital Markets names. SF ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp This page	699,258	$48,787,230
2	TW	Tradeweb Markets Inc.	314,878	$31,380,740
3	HLI	Houlihan Lokey, Inc.	206,982	$27,762,495
4	PIPR	Piper Sandler Companies	255,778	$18,502,980
5	MS	Morgan Stanley	1,285	$268,616

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,787,230	699,258	-42.9%	Shares	Other	2026-08-07
2026-03-31	$90,562,718	1,225,145	+52.3%	Shares	Other	2026-05-12
2025-12-31	$100,753,138	804,609	+33.1%	Shares	Sole	2026-02-11
2025-09-30	$68,606,942	604,626	-2.1%	Shares	Sole	2025-11-07
2025-06-30	$64,121,022	617,855	-1.3%	Shares	Sole	2025-08-08
2025-03-31	$58,997,427	625,901	-2.7%	Shares	Sole	2025-05-07
2024-12-31	$68,256,857	643,447	-2.2%	Shares	Sole	2025-01-29
2024-09-30	$61,768,734	657,814	—	Shares	Other	2024-11-01
No filing history on record for this holder in this stock.