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.