Avise Financial Cooperative, Inc.
Position in SF — Stifel Financial Corp
CIK 2013342
LOS ANGELES, CA
Position in SF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$325,337
-$64,443 QoQ
Shares Held
4,663
-11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#382
of 592 holders
Holding Since
Dec 2025
3 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, 2026Avise Financial Cooperative, Inc. holds $1,816,662 across 4 Capital Markets names. SF ranks #2 (17.9% of the industry book) .
All Filings in SF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,337 | 4,663 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $389,780 | 5,273 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $372,279 | 2,973 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||