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Showing 8 of 17 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in CAP GROUP DIVIDEND VALUE

STIFEL FINANCIAL CORP holds 6.5M shares of CGDV (CAP GROUP DIVIDEND VALUE), worth $321.4M as of 2026-Q2. The position was increased (+6.6% shares). CGDV represents 0.3% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$321.4M

Current Shares

6.5M

Total Value Change

+$249.1M

Total Shares Change

+4.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.5M
+6.6%
$321.4M0.3%$49.28
40
2026-Q1
Increased
6.1M
+27.9%
$260.3M0.2%$44.98
46
2025-Q4
Increased
4.8M
+23.7%
$208.7M0.2%$43.93
44
2025-Q3
Increased
3.9M
+12.9%
$162.4M0.1%$41.61
41
2025-Q2
Increased
3.4M
+11.7%
$135.2M0.1%$39.01
40
2025-Q1
Increased
3.1M
+19.6%
$109.2M0.1%$34.98
42
2024-Q4
Increased
2.6M
+29.3%
$90.4M0.1%$34.80
37
2024-Q3
Increased
2M
+8.2%
$72.3M0.1%$35.64
32

Other major holders of CGDV: LPL Financial LLC

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