BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in SF — Stifel Financial Corp
CIK 911274
CANTON, OH
Position in SF
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$361,912
+$84,425 QoQ
Shares Held
4,896
+47.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,981,222 across 3 Capital Markets names.
All Filings in SF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,912 | 4,896 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $277,487 | 2,216 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||