BRANDYWINE OAK PRIVATE WEALTH LLC
Position in SF — Stifel Financial Corp
CIK 1764694
Kennett Square, PA
Position in SF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,603,564
-$325,569 QoQ
Shares Held
65,982
-1.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#156
of 591 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $6,306,503 across 3 Capital Markets names. SF ranks #1 (73.0% of the industry book) .
All Filings in SF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,603,564 | 65,982 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,929,133 | 66,682 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,964,103 | 47,629 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,404,465 | 47,629 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,051,103 | 58,307 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,591,031 | 59,315 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,292,135 | 59,315 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,582,355 | 59,450 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,052,618 | 60,043 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,693,558 | 60,043 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,151,973 | 60,043 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,032,985 | 49,365 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,945,609 | 49,365 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,916,975 | 49,365 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,881,432 | 49,365 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||