Plancorp, LLC

Position in SF — Stifel Financial Corp

CIK 1599579 SAINT LOUIS, MO

Position in SF

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

Position Value

$958,011

-$60,163 QoQ

Shares Held

13,731

-0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#274

of 592 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plancorp, LLC holds $3,163,301 across 4 Capital Markets names. SF ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,317	$1,331,974
2	SF	Stifel Financial Corp This page	13,731	$958,011
3	MS	Morgan Stanley	2,982	$623,357
4	SCHW	Schwab Charles Corp	2,709	$249,959

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$958,011	13,731	-0.3%	Shares	Sole	2026-07-14
2026-03-31	$1,018,174	13,774	+49.8%	Shares	Sole	2026-04-14
2025-12-31	$1,151,272	9,194	-0.1%	Shares	Sole	2026-02-05
2025-09-30	$1,044,491	9,205	+0.1%	Shares	Sole	2025-10-15
2025-06-30	$953,946	9,192	-0.1%	Shares	Sole	2025-07-16
2025-03-31	$867,192	9,200	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.