EAGLE ROCK INVESTMENT COMPANY, LLC

Position in SF — Stifel Financial Corp

CIK 1911407 ATLANTA, GA

Position in SF

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,403,214

+$286,135 QoQ

Shares Held

20,112

+33.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#247

of 592 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EAGLE ROCK INVESTMENT COMPANY, LLC holds $7,786,614 across 5 Capital Markets names. SF ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc.	9,268	$3,164,465
2	LPLA	LPL Financial Holdings Inc.	7,370	$2,075,981
3	SF	Stifel Financial Corp This page	20,112	$1,403,214
4	MS	Morgan Stanley	4,500	$940,680
5	GS	Goldman Sachs Group Inc	200	$202,274

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,403,214	20,112	+33.1%	Shares	Sole	2026-07-09
2026-03-31	$1,117,079	15,112	—	Shares	Sole	2026-04-09
No filing history on record for this holder in this stock.