Fisher Asset Management, LLC

Position in SF — Stifel Financial Corp

CIK 850529 PLANO, TX

Back to SF Full portfolio

Position in SF

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$124,762,989

+$24,751,028 QoQ

Shares Held

1,687,811

+40.9% QoQ

Ownership

0.446%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 38.86341539425919.ToString("F0")% Shared 0.ToString("F0")% None 61.13658460574081.ToString("F0")%

Common Shares in SF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Fisher Asset Management, LLC holds $12,753,367,663 across 14 Capital Markets names. SF ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,827,310	$5,775,835,986
2	MS	Morgan Stanley	25,600,068	$4,213,003,190
3	SCHW	Schwab Charles Corp	22,218,091	$2,088,056,192
4	EVR	Evercore Inc.	424,719	$126,782,868
5	SF	Stifel Financial Corp This page	1,687,811	$124,762,989
6	NMR	Nomura Holdings Inc	13,091,620	$103,292,881
7	LAZ	Lazard, Inc.	2,170,845	$92,217,495
8	XP	XP Inc.	4,400,848	$83,792,145

All Filings in SF

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$124,762,989	1,687,811	+40.9%	Shares	Defined	2026-05-05
2025-12-31	$100,011,961	1,198,035	-3.7%	Shares	Defined	2026-02-09
2025-09-30	$94,112,135	1,244,101	-2.0%	Shares	Defined	2025-11-12
2025-06-30	$87,856,730	1,269,850	-8.7%	Shares	Defined	2025-08-13
2025-03-31	$87,381,533	1,390,540	-9.7%	Shares	Defined	2025-05-14
2024-12-31	$108,950,100	1,540,584	+5.2%	Shares	Defined	2025-02-05
2024-09-30	$91,672,754	1,464,421	+4.7%	Shares	Defined	2024-11-12
2024-06-30	$78,501,178	1,399,308	+1.0%	Shares	Defined	2024-08-14
2024-03-31	$72,189,531	1,385,242	-1.4%	Shares	Defined	2024-05-09
2023-12-31	$64,758,882	1,404,748	-14.3%	Shares	Defined	2024-03-05
2023-09-30	$67,112,304	1,638,484	-2.8%	Shares	Defined	2023-11-13
2023-06-30	$67,041,711	1,685,312	+0.1%	Shares	Sole	2023-12-12
2023-03-31	$66,355,571	1,684,438	-6.0%	Shares	Sole	2023-12-12
2022-12-31	$69,698,506	1,791,123	-3.4%	Shares	Defined	2023-02-03
2022-09-30	$64,160,960	1,854,004	-1.7%	Shares	Defined	2022-11-08
2022-06-30	$70,436,324	1,886,012	+3.0%	Shares	Defined	2022-08-09
2022-03-31	$82,878,936	1,830,903	-1.0%	Shares	Defined	2022-05-05
2021-12-31	$86,795,904	1,848,818	-1.2%	Shares	Defined	2022-02-02
2021-09-30	$84,788,136	1,871,426	+1.0%	Shares	Defined	2021-10-26
2021-06-30	$80,105,386	1,852,576	-2.7%	Shares	Defined	2021-07-27
2021-03-31	$81,345,031	1,904,737	-3.8%	Shares	Defined	2021-04-27
2020-12-31	$66,575,914	1,979,070	+62.1%	Shares	Defined	2021-01-29
2020-09-30	$27,432,359	1,220,784	-0.5%	Shares	Defined	2020-11-12
2020-06-30	$25,874,603	1,227,448	+2.1%	Shares	Defined	2020-08-07
2020-03-31	$22,049,064	1,201,800	—	Shares	Defined	2020-04-28
No filing history on record for this holder in this stock.