SF Q2 2025 13F Summary: $102.8B Across 9,316 Holdings
Rhea-AI Filing Summary
Stifel Financial Corp filed a Form 13F reporting its institutional equity holdings for the quarter ended 06-30-2025. The report summarizes 9,316 holdings entries with an aggregate market value of $102,808,263,505 and lists 7 other included managers. The filing is signed on behalf of the firm by President James M. Zemlyak, representing a comprehensive holdings disclosure at scale.
Positive
- Substantial reported asset base: Aggregate holdings value of $102,808,263,505 indicates significant assets under management disclosed.
- Comprehensive scope: The report covers 9,316 holdings entries and includes 7 other included managers, suggesting broad coverage across affiliated reporting entities.
Negative
- No security-level holdings included in the provided excerpt, limiting the ability to analyze sector weights, top positions, or changes versus prior periods.
Insights
TL;DR: Stifel reports $102.8B across 9,316 positions; this Form 13F is a routine institutional holdings disclosure.
The filing shows substantial reported equity exposure with an aggregate market value of $102,808,263,505 across 9,316 entries, indicating broad and sizable positions under management. The provided excerpt does not include the security-level information required to assess sector concentration, top holdings, or recent portfolio shifts, so granular performance or positioning analysis cannot be completed from this content alone.
TL;DR: Multi-manager report with seven included managers; no compliance red flags visible in the summary excerpt.
The summary confirms a multi-entity reporting structure with 7 other included managers, which is common for large advisory groups. The absence of the detailed holdings table in the provided content limits the ability to evaluate risk concentrations, insider-related positions, or changes requiring further disclosure. From this excerpt, the filing appears routine and informational.
FAQ
What period does Stifel Financial's 13F cover (SF)?
How many holdings entries are reported in the 13F for SF?
What is the total market value reported by Stifel Financial in this 13F?
Who filed and signed the Form 13F for Stifel Financial (SF)?
How many other included managers are listed in the filing?