NewEdge Advisors, LLC

Position in SF — Stifel Financial Corp

CIK 1633516 NEW ORLEANS, LA

Position in SF

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$1,311,340

+$440,477 QoQ

Shares Held

17,740

+70.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 6.020293122886133.ToString("F0")% Shared 0.ToString("F0")% None 93.97970687711387.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Advisors, LLC holds $122,060,434 across 39 Capital Markets names. SF ranks #8 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	57,826	$48,920,217
2	MS	Morgan Stanley	245,197	$40,352,070
3	SCHW	Schwab Charles Corp	129,834	$12,201,799
4	HOOD	Robinhood Markets, Inc.	58,235	$4,035,685
5	BMNR	Bitmine Immersion Technologies, Inc.	111,435	$2,204,184
6	JEF	Jefferies Financial Group Inc.	38,678	$1,596,241
7	MIAX	Miami International Holdings, Inc.	39,025	$1,518,853
8	SF	Stifel Financial Corp This page	17,740	$1,311,340

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,311,340	17,740	+70.1%	Shares	Sole	2026-06-03
2025-12-31	$870,863	10,432	+22.3%	Shares	Sole	2026-02-18
2025-09-30	$645,115	8,528	+256.1%	Shares	Sole	2025-11-17
2025-06-30	$165,702	2,395	-10.4%	Shares	Sole	2025-08-14
2025-03-31	$167,971	2,673	+5.8%	Shares	Sole	2025-05-15
2024-12-31	$178,638	2,526	+6.8%	Shares	Sole	2025-02-13
2024-09-30	$148,111	2,366	+1071.3%	Shares	Sole	2024-11-14
2024-06-30	$11,332	202	-61.5%	Shares	Sole	2024-08-16
2024-03-31	$27,307	524	-39.8%	Shares	Sole	2024-05-14
2023-12-31	$40,153	871	+173.0%	Shares	Sole	2024-02-13
2023-09-30	$13,066	319	+275.3%	Shares	Sole	2023-11-14
2023-06-30	$3,381	85	+70.0%	Shares	Sole	2023-08-14
2023-03-31	$1,969	50	-63.0%	Shares	Sole	2023-05-12
2022-12-31	$5,253	135	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.