TRILLIUM ASSET MANAGEMENT, LLC

Position in SF — Stifel Financial Corp

CIK 884541 BOSTON, MA

Back to SF Full portfolio

Position in SF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,659,938

+$262,290 QoQ

Shares Held

66,790

+12.3% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#154

of 592 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in SF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

TRILLIUM ASSET MANAGEMENT, LLC holds $25,479,700 across 4 Capital Markets names. SF ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	71,767	$20,215,328
2	SF	Stifel Financial Corp This page	66,790	$4,659,938
3	SCHW	Schwab Charles Corp	4,292	$396,022
4	MS	Morgan Stanley	997	$208,412

All Filings in SF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,659,938	66,790	+12.3%	Shares	Defined	2026-08-11
2026-03-31	$4,397,648	59,492	+33.8%	Shares	Defined	2026-05-11
2025-12-31	$5,567,782	44,464	-42.7%	Shares	Defined	2026-02-13
2025-09-30	$8,802,779	77,578	-1.5%	Shares	Defined	2025-11-14
2025-06-30	$8,171,122	78,735	-4.4%	Shares	Defined	2025-08-06
2025-03-31	$7,763,159	82,359	+12.9%	Shares	Defined	2025-05-13
2024-12-31	$7,735,141	72,918	-4.4%	Shares	Defined	2025-02-11
2024-09-30	$7,161,283	76,265	-1.5%	Shares	Defined	2024-11-07
2024-06-30	$6,516,071	77,434	+7.0%	Shares	Defined	2024-08-08
2024-03-31	$5,657,940	72,380	+2.0%	Shares	Defined	2024-05-09
2023-12-31	$4,908,336	70,981	+11.4%	Shares	Defined	2024-02-08
2023-09-30	$3,916,369	63,743	+17.2%	Shares	Defined	2023-11-08
2023-06-30	$3,244,257	54,370	+1.6%	Shares	Defined	2023-08-10
2023-03-31	$3,163,085	53,530	+3.7%	Shares	Defined	2023-05-09
2022-12-31	$3,013,465	51,627	-4.7%	Shares	Defined	2023-02-08
2022-09-30	$2,810,825	54,148	+4.3%	Shares	Defined	2022-11-09
2022-06-30	$2,908,617	51,921	+1.1%	Shares	Defined	2022-08-08
2022-03-31	$3,487,278	51,359	-7.6%	Shares	Defined	2022-05-04
2021-12-31	$3,914,157	55,583	+10.1%	Shares	Defined	2022-02-08
2021-09-30	$3,430,623	50,480	+12.3%	Shares	Defined	2021-11-12
2021-06-30	$2,916,689	44,969	+11.5%	Shares	Defined	2021-11-12
2021-03-31	$2,582,965	40,321	+15.9%	Shares	Defined	2021-05-10
2020-12-31	$1,755,099	34,782	+56.0%	Shares	Defined	2021-02-12
2020-09-30	$1,127,285	22,296	-29.9%	Shares	Sole	2020-11-09
2020-06-30	$1,509,602	31,828	-2.1%	Shares	Sole	2020-08-06
2020-03-31	$1,341,643	32,501	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.