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Latest STIFEL FINANCIAL CORP Stock Portfolio

$120Billion | No. of Holdings #3670

STIFEL FINANCIAL CORP Performance

2026 Q2+6.46%
YTD+4.67%
2025+11.79%

About STIFEL FINANCIAL CORP and 13F Hedge Fund Stock Holdings

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, STIFEL FINANCIAL CORP reported an equity portfolio of $120.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of STIFEL FINANCIAL CORP are NVDA, AAPL, MSFT. The fund has invested 2.8% of it's portfolio in NVIDIA CORPORATION and 2.6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), CARNIVAL CORP (CCL) and COTERRA ENERGY INC (CTRA) stocks. They significantly reduced their stock positions in ISHARES TR (BGRN), ON SEMICONDUCTOR CORP (ON) and T ROWE PRICE EXCHANGE-TRADED (TAGG). STIFEL FINANCIAL CORP opened new stock positions in HONEYWELL AEROSPACE INC, HONEYWELL INTL INC (HON) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to NOKIA CORP (NOK), FERRARI N V (RACE) and ISHARES TR.
STIFEL FINANCIAL CORP Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$120Billion
  as of Aug 12, 2026

STIFEL FINANCIAL CORP Annual Return Estimates Vs S&P 500

Our best estimate is that STIFEL FINANCIAL CORP made a return of 6.46% in the last quarter. In trailing 12 months, it's portfolio return was 12.21%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell aerospace inc205,833,000
honeywell intl inc201,538,000
space exploration techn corp35,326,800
blackrock etf trust35,242,500
New stocks bought by STIFEL FINANCIAL CORP

Additions

Ticker% Inc.
ferrari n v1,307
vanguard world fd692
vanguard index fds510
vanguard world fd419
vanguard intl equity index f407
vanguard index fds302
ishares tr268
select sector spdr tr247
Additions to existing portfolio by STIFEL FINANCIAL CORP

Reductions

Ticker% Reduced
ishares tr-72.49
air products and chemicals i-71.39
dell technologies inc-43.31
intuit-42.79
ishares tr-39.77
reinsurance group amer inc-37.2
ishares tr-36.3
marvell technology inc-33.98
STIFEL FINANCIAL CORP reduced stake in above stock

Sold off

None of the stocks were completely sold off by STIFEL FINANCIAL CORP

Sector Distribution

STIFEL FINANCIAL CORP has about 36.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Energy
  • Utilities
  • Basic Materials
  • Real Estate
Sector%
Others36.3
Technology19.2
Industrials9.3
Financial Services7.4
Healthcare7
Consumer Cyclical5.6
Consumer Defensive4.8
Communication Services4.2
Energy2.4
Utilities1.4
Basic Materials1.2
Real Estate1.1

Market Cap. Distribution

STIFEL FINANCIAL CORP has about 61.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED36.4
MEGA-CAP32.7
LARGE-CAP28.4
MID-CAP2

Stocks belong to which Index?

About 59% of the stocks held by STIFEL FINANCIAL CORP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50057.1
Others41
RUSSELL 20001.9
Top 5 Winners (%)%
MXL
maxlinear inc
626.7 %
penguin solutions inc
319.5 %
astera labs inc
294.2 %
SLS
sellas life sciences group i
220.6 %
XRX
xerox holdings corp
203.2 %
Top 5 Winners ($)$
CSCO
cisco sys inc
521.7 M
NVDA
nvidia corporation
425.1 M
GOOG
alphabet inc
404.8 M
AAPL
apple inc
392.5 M
PANW
palo alto networks inc
386.2 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-87.1 %
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-70.3 %
AMPS
ishares tr
-70.3 %
CVNA
carvana co
-69.9 %
Top 5 Losers ($)$
VAW
vanguard world fd
-1057.5 M
VB
vanguard index fds
-919.8 M
IJR
ishares tr
-889.2 M
VB
vanguard index fds
-377.0 M
ACN
accenture plc ireland
-185.5 M

STIFEL FINANCIAL CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of STIFEL FINANCIAL CORP

STIFEL FINANCIAL CORP has 3670 stocks in it's portfolio. About 16.5% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. CSCO was the most profitable stock for STIFEL FINANCIAL CORP last quarter.

$104.62BTotal Value
500Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of STIFEL FINANCIAL CORP, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.35%8,274,510
$424.40M
0.35%
increased 16.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.29%3,741,700
$353.67M
0.29%
increased 0.92 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.21%2,147,350
$252.21M
0.21%
decreased 10.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.2%2,925,220
$233.93M
0.2%
increased 7.27 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.15%1,746,570
$175.27M
0.15%
increased 19.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.14%3,279,400
$171.87M
0.14%
decreased 20.71 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.14%1,574,710
$167.07M
0.14%
decreased 11.81 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.07%1,678,320
$89.24M
0.07%
increased 0.45 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.06%672,540
$74.21M
0.06%
decreased 23.98 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.06%576,901
$71.78M
0.06%
increased 8.66 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.06%647,854
$69.72M
0.06%
increased 1.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.05%769,246
$58.89M
0.05%
decreased 39.77 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.04%218,958
$53.09M
0.04%
increased 1.39 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.04%478,573
$52.30M
0.04%
increased 7.12 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.04%1,032,040
$42.76M
0.04%
increased 4.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
STIFEL FINANCIAL CORP's holding in Ishares Tr over time
0.03%359,789
$38.31M
0.03%
increased 20.41 percentadded