Sowell Financial Services LLC

Position in SF — Stifel Financial Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in SF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$343,826

-$31,096 QoQ

Shares Held

4,928

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#51

of 135 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $20,353,295 across 10 Capital Markets names. SF ranks #7 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	40,917	$8,553,289
2	GS	Goldman Sachs Group Inc	6,214	$6,284,653
3	IBKR	Interactive Brokers Group, Inc.	26,868	$2,338,590
4	SCHW	Schwab Charles Corp	13,600	$1,254,872
5	HOOD	Robinhood Markets, Inc.	8,217	$824,000
6	TW	Tradeweb Markets Inc.	3,580	$356,782
7	SF	Stifel Financial Corp This page	4,928	$343,826
8	HLI	Houlihan Lokey, Inc.	2,482	$332,910

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,826	4,928	-2.8%	Shares	Sole	2026-07-20
2026-03-31	$374,922	5,072	+54.2%	Shares	Sole	2026-04-20
2025-12-31	$274,565	3,289	-3.2%	Shares	Sole	2026-01-21
2025-09-30	$257,123	3,399	+0.6%	Shares	Sole	2025-10-17
2025-06-30	$233,781	3,379	+2.2%	Shares	Sole	2025-07-14
2025-03-31	$207,686	3,305	+7769.0%	Shares	Sole	2025-04-17
2021-03-31	$1,793	42	-37.3%	Shares	Sole	2021-05-07
2020-12-31	$2,253	67	+168.0%	Shares	Sole	2021-01-13
2020-09-30	$561	25	0.0%	Shares	Sole	2020-11-12
2020-06-30	$527	25	-49.0%	Shares	Sole	2020-08-13
2020-03-31	$898	49	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.