IFP Advisors, Inc

Position in SF — Stifel Financial Corp

CIK 1641866 TAMPA, FL

Position in SF

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

Position Value

$419,875

+$55,746 QoQ

Shares Held

6,018

+22.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#348

of 597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. SF ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,172	$9,276,285
2	SCHW	Schwab Charles Corp	62,623	$5,778,224
3	MS	Morgan Stanley	21,762	$4,549,128
4	HOOD	Robinhood Markets, Inc.	12,430	$1,246,480
5	HUT	Hut 8 Corp.	5,601	$646,607
6	SF	Stifel Financial Corp This page	6,018	$419,875
7	WULF	Terawulf Inc.	15,124	$373,562
8	PWP	Perella Weinberg Partners	21,354	$340,809

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,875	6,018	+22.2%	Shares	Sole	2026-07-20
2026-03-31	$364,129	4,926	+69.2%	Shares	Sole	2026-04-13
2025-12-31	$364,640	2,912	+11.3%	Shares	Sole	2026-02-06
2025-09-30	$296,837	2,616	+2.1%	Shares	Sole	2026-02-06
2025-06-30	$265,884	2,562	-4.0%	Shares	Sole	2025-07-24
2025-03-31	$251,485	2,668	+2.0%	Shares	Sole	2025-05-05
2024-12-31	$277,399	2,615	+1.9%	Shares	Sole	2025-02-04
2024-09-30	$240,853	2,565	-9.7%	Shares	Sole	2025-02-04
2024-06-30	$238,986	2,840	-1.1%	Shares	Sole	2024-07-30
2024-03-31	$224,582	2,873	+38.9%	Shares	Sole	2024-07-30
2023-12-31	$143,002	2,068	+3.7%	Shares	Sole	2024-01-09
2023-09-30	$122,511	1,994	+580.5%	Shares	Sole	2023-10-12
2023-06-30	$17,483	293	+9.7%	Shares	Sole	2023-08-04
2023-03-31	$15,777	267	-87.5%	Shares	Sole	2023-04-18
2022-12-31	$139	2,134	-1.9%	Shares	Sole	2023-02-07
2022-09-30	$112,956	2,176	+1.4%	Shares	Sole	2022-11-08
2022-06-30	$120,275	2,147	+601.6%	Shares	Sole	2022-09-06
2022-03-31	$20,777	306	+9.7%	Shares	Sole	2022-08-08
2021-12-31	$19,647	279	0.0%	Shares	Sole	2022-01-12
2021-09-30	$18,960	279	-6.4%	Shares	Sole	2021-10-06
2021-06-30	$19,328	298	-13.9%	Shares	Sole	2021-07-13
2021-03-31	$22,164	346	-44.5%	Shares	Sole	2021-04-30
2020-12-31	$31,436	623	+49.8%	Shares	Sole	2021-01-25
2020-09-30	$21,032	416	+11.5%	Shares	Sole	2020-10-29
2020-06-30	$17,691	373	-16.0%	Shares	Sole	2020-08-05
2020-03-31	$18,328	444	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.