Formidable Asset Management, LLC

Position in SF — Stifel Financial Corp

CIK 1592613 CINCINNATI, OH

Position in SF

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$282,568

+$82,984 QoQ

Shares Held

4,050

+50.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#398

of 592 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Formidable Asset Management, LLC holds $2,861,135 across 3 Capital Markets names. SF ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,790	$1,810,352
2	IBKR	Interactive Brokers Group, Inc.	8,826	$768,215
3	SF	Stifel Financial Corp This page	4,050	$282,568

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,568	4,050	+50.0%	Shares	Sole	2026-07-17
2026-03-31	$199,584	2,700	0.0%	Shares	Sole	2026-04-22
2025-12-31	$338,094	2,700	0.0%	Shares	Sole	2026-01-16
2025-09-30	$306,369	2,700	0.0%	Shares	Sole	2025-10-29
2025-06-30	$280,206	2,700	0.0%	Shares	Sole	2025-07-16
2025-03-31	$254,502	2,700	0.0%	Shares	Sole	2025-05-05
2024-12-31	$286,416	2,700	-27.0%	Shares	Sole	2025-02-19
2024-09-30	$347,430	3,700	0.0%	Shares	Sole	2024-11-12
2024-06-30	$311,355	3,700	-2.6%	Shares	Sole	2024-08-08
2024-03-31	$297,045	3,800	0.0%	Shares	Sole	2024-05-15
2023-12-31	$262,770	3,800	0.0%	Shares	Sole	2024-02-07
2023-09-30	$233,472	3,800	0.0%	Shares	Sole	2023-11-09
2023-06-30	$226,746	3,800	0.0%	Shares	Sole	2023-08-15
2023-03-31	$224,541	3,800	0.0%	Shares	Sole	2023-05-09
2022-12-31	$221,805	3,800	0.0%	Shares	Sole	2023-02-07
2022-09-30	$197,258	3,800	-2.6%	Shares	Sole	2022-11-14
2022-06-30	$218,534	3,901	0.0%	Shares	Sole	2022-08-18
2022-03-31	$264,878	3,901	0.0%	Shares	Sole	2022-05-04
2021-12-31	$274,708	3,901	0.0%	Shares	Sole	2022-02-07
2021-09-30	$265,112	3,901	0.0%	Shares	Sole	2021-11-10
2021-06-30	$253,018	3,901	-27.8%	Shares	Sole	2021-08-16
2021-03-31	$345,988	5,401	-21.7%	Shares	Sole	2021-05-12
2020-12-31	$348,224	6,901	+48.0%	Shares	Sole	2021-01-29
2020-09-30	$235,710	4,662	0.0%	Shares	Sole	2020-12-14
2020-06-30	$221,118	4,662	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.