Cerity Partners LLC

Position in SF — Stifel Financial Corp

CIK 1566475 NEW YORK, NY

Position in SF

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

Position Value

$13,538,964

+$1,511,668 QoQ

Shares Held

183,157

+27.1% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 2.038142140349536.ToString("F0")% Shared 42.760582451121174.ToString("F0")% None 55.20127540852929.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cerity Partners LLC holds $467,043,256 across 31 Capital Markets names. SF ranks #8 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	183,357	$155,118,187
2	SCHW	Schwab Charles Corp	1,413,351	$132,826,726
3	HOOD	Robinhood Markets, Inc.	659,185	$45,681,519
4	MS	Morgan Stanley	258,915	$42,609,639
5	EVR	Evercore Inc.	61,453	$18,344,334
6	MKTX	Marketaxess Holdings Inc	84,001	$13,858,483
7	JEF	Jefferies Financial Group Inc.	330,431	$13,636,886
8	SF	Stifel Financial Corp This page	183,157	$13,538,964

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,538,964	183,157	+27.1%	Shares	Other	2026-05-15
2025-12-31	$12,027,296	144,074	+211.3%	Shares	Defined	2026-02-11
2025-09-30	$3,500,702	46,277	+10.5%	Shares	Sole	2025-10-22
2025-06-30	$2,898,023	41,887	+12.6%	Shares	Sole	2025-08-13
2025-03-31	$2,337,710	37,201	-7.3%	Shares	Sole	2025-04-30
2024-12-31	$2,837,074	40,117	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$2,522,967	40,303	+23.3%	Shares	Sole	2024-11-12
2024-06-30	$1,833,796	32,688	-15.4%	Shares	Sole	2024-08-13
2024-03-31	$2,013,397	38,635	+895.2%	Shares	Sole	2024-05-14
2023-12-31	$178,960	3,882	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.