Legacy Capital Wealth Partners, LLC
Position in SF — Stifel Financial Corp
CIK 1766228
LITTLE ROCK, AR
Position in SF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$331,826
+$6,874 QoQ
Shares Held
4,756
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#378
of 592 holders
Holding Since
Jun 2024
9 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, 2026Legacy Capital Wealth Partners, LLC holds $1,382,089 across 4 Capital Markets names. SF ranks #3 (24.0% of the industry book) .
All Filings in SF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,826 | 4,756 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $324,952 | 4,396 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $360,257 | 2,877 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $370,025 | 3,261 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $405,883 | 3,911 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $363,843 | 3,860 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $417,530 | 3,936 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $351,749 | 3,746 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $312,112 | 3,709 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||