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Equibles

Steward Partners Investment Advisory, LLC

Position in SF — Stifel Financial Corp

CIK 1723397 STAMFORD, CT
Back to SF Full portfolio

Position in SF

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,345,680
+$477,067 QoQ
Shares Held
47,953
+23.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#184
of 597 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. SF ranks #7 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 43,121 $43,611,285
2 SCHW
Schwab Charles Corp
 258,576 $23,858,807
3 MS
Morgan Stanley
 102,435 $21,413,012
4 IBKR
Interactive Brokers Group, Inc.
 114,761 $9,988,797
5 HOOD
Robinhood Markets, Inc.
 68,202 $6,839,296
6 EVR
Evercore Inc.
 11,077 $3,782,130
7 SF
Stifel Financial Corp
This page 		47,953 $3,345,680
8 IREN
IREN Ltd
 42,549 $1,945,765

All Filings in SF

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,345,680 47,953
2026-03-31 $2,868,613 38,807
2025-12-31 $2,936,283 23,449
2025-09-30 $2,647,823 23,335
2025-06-30 $2,408,942 23,212
2025-03-31 $2,329,447 24,713
2024-12-31 $2,610,416 24,608
2024-09-30 $2,305,808 24,556
2024-06-30 $1,921,733 22,837
2024-03-31 $1,773,832 22,692
2023-12-31 $1,558,433 22,537
2023-09-30 $1,376,010 22,396
2023-06-30 $1,329,029 22,273
2023-03-31 $1,308,310 22,141
2022-12-31 $1,357,801 23,262
2022-09-30 $1,140,723 21,975
2022-06-30 $1,220,564 21,788
2022-03-31 $1,471,597 21,673
2021-12-31 $1,519,171 21,573
2021-09-30 $1,466,102 21,573
2021-06-30 $1,399,224 21,573
2021-03-31 $1,381,967 21,573
2020-12-31 $1,088,573 21,573
2020-09-30 $727,153 14,382
2020-06-30 $682,138 14,382