STIFEL FINANCIAL CORP

Position in XP — XP Inc.

CIK 720672 ST. LOUIS, MO

Position in XP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,267,440

-$709,177 QoQ

Shares Held

139,449

-10.8% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#131

of 317 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. XP ranks #22 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,652,591	$345,457,619
2	GS	Goldman Sachs Group Inc	323,806	$327,487,671
3	SF	Stifel Financial Corp	3,886,981	$271,194,663
4	SCHW	Schwab Charles Corp	1,104,683	$101,929,097
5	IBKR	Interactive Brokers Group, Inc.	628,812	$54,731,794
6	LPLA	LPL Financial Holdings Inc.	162,530	$45,781,447
7	HOOD	Robinhood Markets, Inc.	207,821	$20,840,288
8	CLSK	Cleanspark, Inc.	839,123	$12,209,239

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,267,440	139,449	-10.8%	Shares	Defined	2026-08-12
2026-03-31	$2,976,617	156,335	+33.8%	Shares	Defined	2026-05-12
2025-12-31	$1,913,358	116,882	-27.6%	Shares	Defined	2026-02-13
2025-09-30	$3,032,687	161,399	+81.8%	Shares	Defined	2025-11-12
2025-06-30	$1,793,255	88,775	+257.3%	Shares	Defined	2025-08-14
2025-03-31	$341,646	24,847	-70.1%	Shares	Defined	2025-05-14
2024-12-31	$986,370	83,238	+101.5%	Shares	Defined	2025-02-13
2024-09-30	$741,173	41,314	-8.2%	Shares	Defined	2024-11-14
2024-06-30	$791,426	44,993	-28.7%	Shares	Defined	2024-08-13
2024-03-31	$1,618,889	63,090	+8.7%	Shares	Defined	2024-05-14
2023-12-31	$1,512,476	58,016	+43.1%	Shares	Defined	2024-02-12
2023-09-30	$934,331	40,535	+105.3%	Shares	Defined	2023-11-13
2023-06-30	$463,100	19,740	+21.1%	Shares	Defined	2023-08-14
2023-03-31	$193,445	16,297	—	Shares	Defined	2023-05-12
No filing history on record for this holder in this stock.