HCR Wealth Advisors

Position in SF — Stifel Financial Corp

CIK 1697715 LOS ANGELES, CA

Position in SF

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$317,732

-$20,673 QoQ

Shares Held

4,554

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#385

of 591 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $10,886,006 across 5 Capital Markets names. SF ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	30,840	$6,446,793
2	GS	Goldman Sachs Group Inc	2,413	$2,440,435
3	SCHW	Schwab Charles Corp	14,040	$1,295,470
4	HOOD	Robinhood Markets, Inc.	3,845	$385,576
5	SF	Stifel Financial Corp This page	4,554	$317,732

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,732	4,554	-0.5%	Shares	Sole	2026-07-13
2026-03-31	$338,405	4,578	+50.8%	Shares	Sole	2026-04-21
2025-12-31	$380,167	3,036	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$344,722	3,038	0.0%	Shares	Sole	2025-10-03
2025-06-30	$315,283	3,038	0.0%	Shares	Sole	2025-07-17
2025-03-31	$286,361	3,038	0.0%	Shares	Sole	2025-04-21
2024-12-31	$322,271	3,038	-0.7%	Shares	Sole	2025-01-14
2024-09-30	$287,146	3,058	0.0%	Shares	Sole	2024-10-10
2024-06-30	$257,330	3,058	0.0%	Shares	Sole	2024-08-07
2024-03-31	$239,043	3,058	0.0%	Shares	Sole	2024-05-10
2023-12-31	$211,460	3,058	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.