Caerus Investment Advisors, LLC
Position in SF — Stifel Financial Corp
CIK 1862682
WEST LAKE HILLS, TX
Position in SF
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$425,113
-$243,311 QoQ
Shares Held
5,751
-28.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Caerus Investment Advisors, LLC holds $1,347,383 across 4 Capital Markets names.
All Filings in SF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,113 | 5,751 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $668,424 | 5,338 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||