Envestnet Portfolio Solutions, Inc.

Position in SF — Stifel Financial Corp

CIK 1998033 BERWYN, PA

Position in SF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$266,172

-$27,881 QoQ

Shares Held

3,815

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#407

of 591 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $37,489,390 across 11 Capital Markets names. SF ranks #10 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,422	$17,620,088
2	MS	Morgan Stanley	43,573	$9,108,499
3	SCHW	Schwab Charles Corp	36,912	$3,405,870
4	IBKR	Interactive Brokers Group, Inc.	31,052	$2,702,766
5	HOOD	Robinhood Markets, Inc.	15,529	$1,557,248
6	LPLA	LPL Financial Holdings Inc.	3,452	$972,359
7	PIPR	Piper Sandler Companies	10,728	$776,063
8	HLI	Houlihan Lokey, Inc.	3,339	$447,860

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,172	3,815	-4.1%	Shares	Sole	2026-07-20
2026-03-31	$294,053	3,978	-26.5%	Shares	Sole	2026-04-29
2025-12-31	$677,565	5,411	-21.1%	Shares	Sole	2026-02-06
2025-09-30	$778,177	6,858	-12.7%	Shares	Sole	2025-10-30
2025-06-30	$815,399	7,857	-12.7%	Shares	Sole	2025-07-25
2025-03-31	$848,528	9,002	-47.7%	Shares	Sole	2025-04-21
2024-12-31	$1,825,955	17,213	-7.0%	Shares	Sole	2025-02-10
2024-09-30	$1,737,995	18,509	+1.8%	Shares	Sole	2024-10-31
2024-06-30	$1,530,520	18,188	+6.0%	Shares	Sole	2024-07-16
2024-03-31	$1,341,709	17,164	-0.3%	Shares	Sole	2024-05-06
2023-12-31	$1,190,140	17,211	-5.0%	Shares	Sole	2024-02-07
2023-09-30	$1,113,354	18,121	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.