스티펠 파이낸셜(주)
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionCerity Partners LLC
Latest Disclosed Ownership183,157 shares
Latest Disclosed Value $ 13,538,969
Cerity Partners LLC reports 27.13% increase in ownership of SF / Stifel Financial Corp.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 183,157 shares of Stifel Financial Corp. (US:SF) valued at $13,538,965 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 144,074 shares of Stifel Financial Corp.. This represents a change in shares of 27.13% during the quarter. The current value of the position is $13,081,073 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F STIFEL FINL COM 860630102 183,157 39,083 27.13 13,539 -24.96 0.0095
2026-02-11 2025-12-31 13F STIFEL FINL COM 860630102 144,074 97,797 211.33 18,041 243.55 0.0263
2025-10-22 2025-09-30 13F STIFEL FINL COM 860630102 46,277 4,390 10.48 5,251 20.80 0.0085
2025-08-13 2025-06-30 13F STIFEL FINL Stock 860630102 41,887 4,686 12.60 4,347 23.99 0.0078
2025-04-30 2025-03-31 13F STIFEL FINL Stock 860630102 37,201 -2,916 -7.27 3,507 -8.72 0.0071
2025-02-13 2024-12-31 13F STIFEL FINL COM 860630102 40,117 -186 -0.46 3,841 1.51 0.0083
2024-11-12 2024-09-30 13F STIFEL FINL Stock 860630102 40,303 7,615 23.30 3,784 37.60 0.0084
2024-08-13 2024-06-30 13F STIFEL FINL Stock 860630102 32,688 -5,947 -15.39 2,751 -8.94 0.0072
2024-05-14 2024-03-31 13F STIFEL FINL Stock 860630102 38,635 34,753 895.23 3,020 1,026.87 0.0080
2024-01-26 2023-12-31 13F STIFEL FINL Stock 860630102 3,882 3,882 268 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.