Beverly Hills Private Wealth, LLC

Position in SF — Stifel Financial Corp

CIK 1965710 BEVERLY HILLS, CA

Position in SF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,896,584

-$640,181 QoQ

Shares Held

55,849

-9.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#164

of 592 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $18,864,676 across 4 Capital Markets names. SF ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	124,548	$11,492,043
2	SF	Stifel Financial Corp This page	55,849	$3,896,584
3	OPY	Oppenheimer Holdings Inc	20,933	$2,209,268
4	MS	Morgan Stanley	6,060	$1,266,781

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,896,584	55,849	-9.0%	Shares	Other	2026-08-07
2026-03-31	$4,536,765	61,374	+75.6%	Shares	Sole	2026-05-04
2025-12-31	$4,376,939	34,954	+2.5%	Shares	Sole	2026-02-17
2025-09-30	$3,867,966	34,088	-6.8%	Shares	Defined	2025-11-10
2025-06-30	$3,796,481	36,582	+5.5%	Shares	Defined	2025-07-29
2025-03-31	$3,269,218	34,683	+10.4%	Shares	Sole	2025-04-30
2024-12-31	$3,332,714	31,417	+4.6%	Shares	Defined	2025-02-14
2024-09-30	$2,820,004	30,032	+51.8%	Shares	Sole	2024-11-12
2024-06-30	$1,665,244	19,789	+62.3%	Shares	Sole	2024-08-08
2024-03-31	$953,125	12,193	+142.5%	Shares	Defined	2024-05-09
2023-12-31	$347,685	5,028	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.