STUDIO INVESTMENT MANAGEMENT LLC

Position in SF — Stifel Financial Corp

CIK 1893893 CHICAGO, IL

Position in SF

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$554,531

-$35,498 QoQ

Shares Held

7,948

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#324

of 592 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

STUDIO INVESTMENT MANAGEMENT LLC holds $2,966,413 across 5 Capital Markets names. SF ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	9,064	$788,930
2	GS	Goldman Sachs Group Inc	771	$779,766
3	SF	Stifel Financial Corp This page	7,948	$554,531
4	HLI	Houlihan Lokey, Inc.	3,750	$502,987
5	SCHW	Schwab Charles Corp	3,687	$340,199

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,531	7,948	-0.4%	Shares	Sole	2026-07-31
2026-03-31	$590,029	7,982	+49.2%	Shares	Sole	2026-05-15
2025-12-31	$669,801	5,349	-2.7%	Shares	Sole	2026-02-09
2025-09-30	$623,744	5,497	-4.2%	Shares	Sole	2025-11-07
2025-06-30	$595,489	5,738	-1.9%	Shares	Sole	2025-07-30
2025-03-31	$551,138	5,847	-11.6%	Shares	Sole	2025-05-14
2024-12-31	$701,931	6,617	-4.1%	Shares	Sole	2025-02-14
2024-09-30	$647,628	6,897	-1.6%	Shares	Sole	2024-11-12
2024-06-30	$589,975	7,011	+0.6%	Shares	Sole	2024-08-07
2024-03-31	$544,922	6,971	+8.4%	Shares	Sole	2024-05-15
2023-12-31	$444,496	6,428	-15.3%	Shares	Sole	2024-02-16
2023-09-30	$466,513	7,593	-0.2%	Shares	Sole	2023-11-15
2023-06-30	$453,909	7,607	+8.1%	Shares	Sole	2023-08-14
2023-03-31	$415,875	7,038	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.