Morningstar Investment Management LLC

Position in SF — Stifel Financial Corp

CIK 1673385 CHICAGO, IL

Position in SF

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$723,375

-$43,027 QoQ

Shares Held

10,368

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#298

of 592 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morningstar Investment Management LLC holds $13,422,216 across 5 Capital Markets names. SF ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	102,422	$9,450,477
2	LPLA	LPL Financial Holdings Inc.	7,849	$2,210,906
3	EVR	Evercore Inc.	2,506	$855,648
4	SF	Stifel Financial Corp This page	10,368	$723,375
5	MKTX	Marketaxess Holdings Inc	1,602	$181,810

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,375	10,368	0.0%	Shares	Sole	2026-07-21
2026-03-31	$766,402	10,368	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.