PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in SF — Stifel Financial Corp
CIK 1989941
LEAWOOD, KS
Position in SF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$339,779
+$7,139 QoQ
Shares Held
4,870
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#374
of 592 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $3,848,221 across 2 Capital Markets names. SF ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,469 | $3,508,442 | |
| 2 | SF |
Stifel Financial Corp
This page
|
4,870 | $339,779 |
All Filings in SF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,779 | 4,870 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $332,640 | 4,500 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||