JACOBS LEVY EQUITY MANAGEMENT, INC
Position in SF — Stifel Financial Corp
CIK 884414
FLORHAM PARK, NJ
Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$110,879,391
+$9,980,218 QoQ
Shares Held
1,589,213
+16.4% QoQ
Ownership
0.423%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#21
of 592 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $771,969,752 across 11 Capital Markets names. SF ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,399,433 | $295,886,648 | |
| 2 | SNEX |
StoneX Group Inc.
|
1,943,481 | $153,534,999 | |
| 3 | SF |
Stifel Financial Corp
This page
|
1,589,213 | $110,879,391 | |
| 4 | EVR |
Evercore Inc.
|
217,208 | $74,163,499 | |
| 5 | SCHW |
Schwab Charles Corp
|
761,360 | $70,250,687 | |
| 6 | PIPR |
Piper Sandler Companies
|
451,724 | $32,677,714 | |
| 7 | GOLD |
Gold.com, Inc.
|
553,336 | $23,024,310 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,944 | $9,493,401 |
All Filings in SF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,879,391 | 1,589,213 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $100,899,173 | 1,364,978 | Shares | Sole | 2026-05-15 | |
| 2021-06-30 | $3,316,097 | 51,127 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,244,833 | 50,653 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,182,445 | 43,251 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,373,310 | 27,162 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,306,838 | 27,553 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,066,677 | 25,840 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||