Measured Wealth Private Client Group, LLC

Position in SF — Stifel Financial Corp

CIK 1720235 PORTSMOUTH, NH

Position in SF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$12

-$20,242 QoQ

Shares Held

-100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#592

of 592 holders

Holding Since

Jun 2024

8 quarters on record

Financial Services · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $1,417,532 across 5 Capital Markets names. SF ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	10,538	$917,227
2	MS	Morgan Stanley	2,103	$439,611
3	GS	Goldman Sachs Group Inc	59	$59,670
4	VIRT	Virtu Financial, Inc.	17	$1,012
5	SF	Stifel Financial Corp This page	0	$12

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12	0	-100.0%	Shares	Sole	2026-08-10
2026-03-31	$20,254	274	-57.0%	Shares	Sole	2026-05-13
2025-12-31	$79,765	637	-48.8%	Shares	Sole	2026-02-10
2025-09-30	$141,043	1,243	-84.1%	Shares	Sole	2025-11-14
2025-03-31	$735,416	7,802	+21.4%	Shares	Sole	2025-05-12
2024-12-31	$681,670	6,426	+14.8%	Shares	Sole	2025-01-27
2024-09-30	$525,652	5,598	+28.2%	Shares	Sole	2024-10-28
2024-06-30	$367,314	4,365	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.