OneDigital Investment Advisors LLC
Position in SF — Stifel Financial Corp
CIK 1690370
OVERLAND PARK, KS
Position in SF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$451,132
-$17,742 QoQ
Shares Held
6,466
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#337
of 592 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $24,461,148 across 9 Capital Markets names. SF ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
97,300 | $8,468,992 | |
| 2 | SCHW |
Schwab Charles Corp
|
57,720 | $5,325,824 | |
| 3 | MS |
Morgan Stanley
|
18,450 | $3,856,788 | |
| 4 | GS |
Goldman Sachs Group Inc
|
3,359 | $3,397,191 | |
| 5 | MC |
Moelis & Co
|
19,164 | $1,253,708 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
9,005 | $903,021 | |
| 7 | PIPR |
Piper Sandler Companies
|
7,013 | $507,320 | |
| 8 | SF |
Stifel Financial Corp
This page
|
6,466 | $451,132 |
All Filings in SF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,132 | 6,466 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $468,874 | 6,343 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $675,812 | 5,397 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $655,289 | 5,775 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $617,076 | 5,946 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $542,466 | 5,755 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $516,503 | 4,869 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $465,180 | 4,954 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $402,910 | 4,788 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||