Stifel Financial (SF) discloses $111.2B across 9,512 positions in 13F
Filing Impact
Filing Sentiment
Form Type
13F-HR
Rhea-AI Filing Summary
Stifel Financial Corp filed a quarterly Form 13F report detailing its institutional investment holdings. The filing covers 9,512 individual positions with a reported aggregate fair value of $111,168,609,412. This report provides a snapshot of securities held in client and proprietary accounts managed by the firm.
The filing is submitted by Stifel Financial Corp as the reporting manager and includes 7 other affiliated managers, such as Stifel Nicolaus & Co. and various Stifel trust and advisory entities. It is a holdings report only and does not present Stifel’s revenues, profits, or operating performance.
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FAQ
What does Stifel Financial Corp (SF) report in this Form 13F filing?
Stifel Financial Corp reports its institutional investment holdings on Form 13F. The filing lists 9,512 positions with an aggregate reported value of $111,168,609,412, giving a detailed snapshot of securities managed across the firm’s discretionary accounts.
How large are the reported holdings in Stifel Financial Corp (SF)’s 13F?
The Form 13F shows total reported holdings value of $111,168,609,412. This figure reflects the combined market value of 9,512 reportable equity positions managed by Stifel and its included affiliates as of the filing’s quarter-end.
How many positions are disclosed in the Stifel Financial Corp (SF) 13F report?
The report discloses 9,512 individual holdings. Each entry represents a reportable equity security position managed by Stifel Financial Corp or its included managers, giving investors insight into the breadth of the firm’s institutional portfolio.
Which other managers are included in Stifel Financial Corp (SF)’s 13F filing?
The filing lists 7 other included managers, including Stifel Nicolaus & Co Inc, EquityCompass Investment Management, Stifel Independent Advisors, several Stifel trust companies, and Washington Crossing Advisers, whose reportable holdings are consolidated under this 13F.
Does the Stifel Financial Corp (SF) Form 13F show its earnings or financial performance?
No. The Form 13F only shows investment holdings, not earnings, revenues, or profits. It is a regulatory disclosure of equity positions managed by Stifel and affiliates, separate from the company’s operating and financial results.