Cerity Partners LLC

Position in SF — Stifel Financial Corp

CIK 1566475 NEW YORK, NY

Position in SF

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

Position Value

$8,063,666

-$5,475,298 QoQ

Shares Held

115,575

-36.9% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#116

of 592 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 9% Shared 41% None 50%

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. SF ranks #8 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	184,881	$186,983,095
2	SCHW	Schwab Charles Corp	1,544,223	$142,485,455
3	HOOD	Robinhood Markets, Inc.	623,764	$62,551,053
4	MS	Morgan Stanley	278,616	$58,241,886
5	EVR	Evercore Inc.	73,252	$25,011,162
6	JEF	Jefferies Financial Group Inc.	413,335	$20,658,482
7	VIRT	Virtu Financial, Inc.	199,110	$11,860,981
8	SF	Stifel Financial Corp This page	115,575	$8,063,666

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,063,666	115,575	-36.9%	Shares	Sole	2026-08-14
2026-03-31	$13,538,964	183,157	+27.1%	Shares	Other	2026-05-15
2025-12-31	$18,040,945	144,074	+211.3%	Shares	Defined	2026-02-11
2025-09-30	$5,251,053	46,277	+10.5%	Shares	Sole	2025-10-22
2025-06-30	$4,347,034	41,887	+12.6%	Shares	Sole	2025-08-13
2025-03-31	$3,506,566	37,201	-7.3%	Shares	Sole	2025-04-30
2024-12-31	$4,255,611	40,117	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$3,784,451	40,303	+23.3%	Shares	Sole	2024-11-12
2024-06-30	$2,750,695	32,688	-15.4%	Shares	Sole	2024-08-13
2024-03-31	$3,020,096	38,635	+895.2%	Shares	Sole	2024-05-14
2023-12-31	$268,440	3,882	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.