How many stocks does STIFEL FINANCIAL CORP own?

As of Q1 2026, STIFEL FINANCIAL CORP holds 3,624 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

NVDA at 2.7% of portfolio, worth $2.9B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$108.8B as of Q1 2026, tracked across 3,624 holdings.

Is STIFEL FINANCIAL CORP a hedge fund?

STIFEL FINANCIAL CORP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does STIFEL FINANCIAL CORP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has STIFEL FINANCIAL CORP's portfolio changed in Q1 2026?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is STIFEL FINANCIAL CORP's investment strategy?

STIFEL FINANCIAL CORP is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

STIFEL FINANCIAL CORP

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$108.8B

AUM

3,624

Positions

Q1 2026

Filing

Rating · 5.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New2%Increased35%Decreased62%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 5.3 years

<1Q3%1-4Q7%1-2Y6%2Y+83%

Q1 2026 Summary

Active quarter - 211 new positions, 152 exits, 1813 increased. Top move: ABBV (INCREASED, conviction 62). Portfolio: $108.8B across 3624 positions.

Portfolio Allocation

Top holdings by portfolio weight

NVDA2.66%

AAPL2.58%

MSFT2.27%

AMZN1.58%

GOOGL1.55%

AVGO1.28%

JPM1.04%

JNJ1.01%

SPY0.97%

CSCO0.96%

Other0.96%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown31.15%

Technology18.46%

Industrials9.85%

Financial Services8.63%

Healthcare7.83%

Consumer Cyclical6.09%

Consumer Defensive5.56%

Communication Services4.56%

Energy3.42%

Basic Materials1.90%

Other2.55%

Fund DNA

Behavioral investing profile

Balanced Allocator91%- primarily Unknown, Technology

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Elite(5.0 / 5.0)

Track Record65

Conviction41

Concentration0

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MU30Q held

MICRON TECHNOLOGY INC

Avg $95.16 · $260.5M est. P&L

Est. P&L

+929.10%

CUE28Q held

CUE BIOPHARMA INC

Avg $4.29 · $8M est. P&L

Est. P&L

+757.44%

SNDK5Q held

SANDISK CORP

Avg $237.45 · $9.8M est. P&L

Est. P&L

+706.89%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings3,624 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA CORPORATION	16.6M	$2.9B	2.7%	—	$112.65	+87.27%	30 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	11.1M	$2.8B	2.6%	—	$100.74	+213.00%	30 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	6.7M	$2.5B	2.3%	—	$131.45	+192.97%	30 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	8.3M	$1.7B	1.6%	—	$114.38	+114.50%	30 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	5.8M	$1.7B	1.5%	—	$98.27	+263.46%	30 qtrssince 2018-Q4	Decreased 0
AVGO BROADCOM INC	4.5M	$1.4B	1.3%	—	$158.56	+152.25%	30 qtrssince 2018-Q4	Decreased 0
JPM JPMORGAN CHASE & CO	3.8M	$1.1B	1.0%	—	$90.89	+270.21%	30 qtrssince 2018-Q4	Decreased 0
JNJ JOHNSON & JOHNSON	4.5M	$1.1B	1.0%	—	$126.97	+102.40%	30 qtrssince 2018-Q4	Decreased 0
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	1.6M	$1.1B	1.0%	—	$309.08	+144.26%	30 qtrssince 2018-Q4	Decreased 0
CSCO CISCO SYS INC	13.5M	$1B	1.0%	—	$47.83	+153.64%	30 qtrssince 2018-Q4	Increased 45
IEFA ETF ISHARES TR	11.5M	$1B	1.0%	—	$58.27	+66.84%	30 qtrssince 2018-Q4	Increased 46
MRK MERCK & CO INC	8.3M	$997.4M	0.9%	—	$69.17	+78.60%	30 qtrssince 2018-Q4	Decreased 0
V VISA INC	3.3M	$991.1M	0.9%	—	$156.54	+122.93%	30 qtrssince 2018-Q4	Decreased 0
PEP PEPSICO INC	6.3M	$984.8M	0.9%	—	$123.79	+10.98%	30 qtrssince 2018-Q4	Decreased 0
GOOG ALPHABET INC	3.4M	$970.9M	0.9%	—	$105.50	+236.54%	30 qtrssince 2018-Q4	Increased 45
VOO ETF VANGUARD INDEX FDS	1.6M	$945.5M	0.9%	—	$293.21	+136.65%	30 qtrssince 2018-Q4	Increased 45
IVW ETF ISHARES TR	7.3M	$824.7M	0.8%	—	$64.19	+115.92%	30 qtrssince 2018-Q4	Increased 47
HD HOME DEPOT INC	2.5M	$822.2M	0.8%	—	$191.14	+79.61%	30 qtrssince 2018-Q4	Increased 45
ABBV ABBVIE INC	3.7M	$811.7M	0.7%	—	$137.87	+79.93%	30 qtrssince 2018-Q4	Increased 62
META META PLATFORMS INC	1.4M	$795.2M	0.7%	—	$326.84	+104.75%	30 qtrssince 2018-Q4	Decreased 0
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