How many stocks does STIFEL FINANCIAL CORP own?

As of Q2 2020, STIFEL FINANCIAL CORP holds 2,851 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 3.0% of portfolio, worth $1.3B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$43.5B as of Q2 2020, tracked across 2,851 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 Q2 2020?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q2 2020 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 Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

STIFEL FINANCIAL CORP

Institutional investor · Portfolio as of Q2 2020

Strong(4.0 / 5.0)

$43.5B

AUM

2,851

Positions

289

New

Q2 2020

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

STIFEL FINANCIAL CORP manages $43.5B across 2851 positions as of Q2 2020. Top holdings: MSFT (3.0%), AAPL (2.9%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q2 2020 Summary

Active quarter - 289 new positions, 241 exits, 1258 increased. Top move: IVW (INCREASED, conviction 74). Portfolio: $43.5B across 2851 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.03%

AAPL2.95%

AMZN2.04%

V1.33%

SPY1.30%

UNH1.21%

HD1.20%

IVW1.12%

GOOGL1.02%

VOO0.95%

Other0.95%

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ENVESTNET ASSET MANAGEMENT INC

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Cetera Investment Advisers

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

AXSM7Q held

AXSOME THERAPEUTICS INC

Avg $2.65 · $30M est. P&L

Est. P&L

+2782.39%

ASM1Q held

AVINO SILVER & GOLD MINES LT

Avg $0.73 · $85,930 est. P&L

Est. P&L

+1049.32%

BLDP7Q held

BALLARD PWR SYS INC NEW

Avg $2.68 · $610,310 est. P&L

Est. P&L

+479.77%

Top Losers

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View plans

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

Top Holdings10 of 2851

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	6.5M	$1.3B	3.0%	—	$105.14	+80.20%	7 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	3.5M	$1.3B	2.9%	—	$40.37	+117.11%	7 qtrssince 2018-Q4	Increased 55
AMZN AMAZON COM INC	321,221	$886.2M	2.0%	—	$80.52	+66.44%	7 qtrssince 2018-Q4	Increased 56
V VISA INC	3M	$577.4M	1.3%	—	$140.70	+30.51%	7 qtrssince 2018-Q4	Increased 50
SPYUnit SPDR S&P 500 ETF TR	1.8M	$565M	1.3%	—	$247.72	+13.79%	7 qtrssince 2018-Q4	Decreased 0
UNH UNITEDHEALTH GROUP INC	1.8M	$525.6M	1.2%	—	$227.80	+16.34%	7 qtrssince 2018-Q4	Increased 51
HD HOME DEPOT INC	2.1M	$520.9M	1.2%	—	$157.76	+36.65%	7 qtrssince 2018-Q4	Increased 53
IVWETF ISHARES TR	2.4M	$488.2M	1.1%	—	$41.53	+18.24%	7 qtrssince 2018-Q4	Increased 74
GOOGL ALPHABET INC	313,008	$443.9M	1.0%	—	$53.78	+28.91%	7 qtrssince 2018-Q4	Decreased 0
VOOETF VANGUARD INDEX FDS	1.5M	$412.2M	0.9%	—	$224.38	+15.07%	7 qtrssince 2018-Q4	Increased 53
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