CAPTRUST FINANCIAL ADVISORS

Position in SF — Stifel Financial Corp

CIK 1512024 RALEIGH, NC

Position in SF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,137,524

+$1,502,645 QoQ

Shares Held

55,973

+77.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 17.570971718507135.ToString("F0")% Shared 0.ToString("F0")% None 82.42902828149286.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $294,472,359 across 36 Capital Markets names. SF ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	198,639	$168,046,607
2	SCHW	Schwab Charles Corp	370,692	$34,837,634
3	MS	Morgan Stanley	176,075	$28,976,662
4	JEF	Jefferies Financial Group Inc.	318,842	$13,158,609
5	LPLA	LPL Financial Holdings Inc.	33,174	$9,979,734
6	PJT	PJT Partners Inc.	54,167	$7,568,213
7	HOOD	Robinhood Markets, Inc.	75,660	$5,243,238
8	SF	Stifel Financial Corp This page	55,973	$4,137,524

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,137,524	55,973	+77.3%	Shares	Sole	2026-05-15
2025-12-31	$2,634,879	31,563	+20.0%	Shares	Sole	2026-02-17
2025-09-30	$1,989,205	26,296	+4.3%	Shares	Sole	2025-11-19
2025-06-30	$1,744,058	25,208	-12.7%	Shares	Sole	2025-08-15
2025-03-31	$1,814,944	28,882	-1.6%	Shares	Sole	2025-05-15
2024-12-31	$2,075,985	29,355	-6.3%	Shares	Sole	2025-02-14
2024-09-30	$1,962,071	31,343	+6.1%	Shares	Sole	2024-11-14
2024-06-30	$1,656,801	29,533	-2.3%	Shares	Sole	2024-08-15
2024-03-31	$1,574,655	30,216	-17.7%	Shares	Sole	2024-05-15
2023-12-31	$1,693,391	36,733	+14.8%	Shares	Sole	2024-02-14
2023-09-30	$1,310,556	31,996	+534.3%	Shares	Sole	2023-11-15
2023-06-30	$200,650	5,044	-16.6%	Shares	Sole	2023-08-15
2023-03-31	$238,329	6,050	+33.6%	Shares	Sole	2023-05-15
2022-12-31	$176,277	4,530	-8.3%	Shares	Sole	2023-02-15
2022-09-30	$170,991	4,941	+18.9%	Shares	Sole	2022-11-16
2022-06-30	$155,138	4,154	+58.8%	Shares	Sole	2022-08-23
2022-03-31	$118,417	2,616	+1.3%	Shares	Sole	2022-05-16
2021-12-31	$121,216	2,582	+4.3%	Shares	Sole	2022-02-14
2021-09-30	$112,134	2,475	+21.9%	Shares	Sole	2021-11-16
2021-06-30	$87,820	2,031	0.0%	Shares	Sole	2021-08-16
2021-03-31	$86,737	2,031	+154.8%	Shares	Sole	2021-05-17
2020-12-31	$26,811	797	+72.5%	Shares	Sole	2021-02-16
2020-09-30	$10,381	462	+17.9%	Shares	Sole	2020-11-17
2020-06-30	$8,263	392	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.