Vanguard Personalized Indexing Management, LLC
Position in SF — Stifel Financial Corp
CIK 1767306
OAKLAND, CA
Position in SF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,146,962
-$247,602 QoQ
Shares Held
30,772
-5.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#226
of 591 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $160,104,836 across 36 Capital Markets names. SF ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
54,465 | $55,084,267 | |
| 2 | MS |
Morgan Stanley
|
214,934 | $44,929,803 | |
| 3 | SCHW |
Schwab Charles Corp
|
198,471 | $18,312,919 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
80,724 | $8,095,002 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
51,842 | $4,512,327 | |
| 6 | EVR |
Evercore Inc.
|
12,677 | $4,328,434 | |
| 7 | NMR |
Nomura Holdings Inc
|
374,709 | $3,289,945 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,740 | $2,180,203 |
All Filings in SF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,146,962 | 30,772 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,394,564 | 32,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,108,579 | 16,839 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,856,483 | 16,361 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,667,330 | 16,066 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,435,014 | 15,224 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,500,501 | 14,145 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,136,565 | 12,104 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $987,500 | 11,735 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $780,839 | 9,989 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $982,483 | 14,208 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,093,140 | 17,792 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,009,437 | 16,917 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $990,111 | 16,756 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $757,525 | 12,978 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $269,880 | 5,199 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $491,935 | 7,245 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $260,835 | 3,704 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $367,120 | 5,402 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||