J.M. Arbour, LLC

Position in SF — Stifel Financial Corp

CIK 2099154 Gardiner, ME

Position in SF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$763,911

+$114,524 QoQ

Shares Held

10,949

+24.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#294

of 592 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

J.M. Arbour, LLC holds $1,736,534 across 3 Capital Markets names. SF ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp This page	10,949	$763,911
2	MS	Morgan Stanley	3,627	$758,188
3	SCHW	Schwab Charles Corp	2,324	$214,435

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,911	10,949	+24.6%	Shares	Sole	2026-08-14
2026-03-31	$649,387	8,785	+38.7%	Shares	Sole	2026-04-21
2025-12-31	$792,893	6,332	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.