Steward Partners Investment Advisory, LLC
Position in SF — Stifel Financial Corp
CIK 1723397
STAMFORD, CT
Position in SF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,868,613
+$911,091 QoQ
Shares Held
38,807
+65.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $100,924,910 across 37 Capital Markets names. SF ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
48,326 | $40,883,312 | |
| 2 | SCHW |
Schwab Charles Corp
|
257,219 | $24,173,441 | |
| 3 | MS |
Morgan Stanley
|
86,642 | $14,258,673 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
116,029 | $7,782,065 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
64,422 | $4,464,444 | |
| 6 | SF |
Stifel Financial Corp
This page
|
38,807 | $2,868,613 | |
| 7 | IREN |
IREN Ltd
|
27,712 | $949,967 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
3,030 | $911,514 |
All Filings in SF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,868,613 | 38,807 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,957,522 | 23,449 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,765,215 | 23,335 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,605,961 | 23,212 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,552,964 | 24,713 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,740,277 | 24,608 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,537,205 | 24,556 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,281,155 | 22,837 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,182,555 | 22,692 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,038,955 | 22,537 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $917,340 | 22,396 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $886,019 | 22,273 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $872,207 | 22,141 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $905,201 | 23,262 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $760,482 | 21,975 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $813,709 | 21,788 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $981,065 | 21,673 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,012,781 | 21,573 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $977,401 | 21,573 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $932,816 | 21,573 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $921,311 | 21,573 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $725,715 | 21,573 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $323,179 | 14,382 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $303,172 | 14,382 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||