STIFEL FINANCIAL CORP

Q1 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
3,624
Total value ($000)
$108,790,749
Net value change ($000)
-2,377,860 (-2.1%)
New positions
208
Sold out positions
150
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
YUM 264,038 819.4%
ABBV 247,873 44.0%
CVX 155,956 32.3%
XOM 152,267 31.7%
AZN 134,979 NEW
LMT 124,713 20.8%
GLW 105,174 40.7%
MRK 97,758 10.9%
APD 88,549 22.8%
TSM 87,166 30.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -927,432 -27.3%
WMT -662,760 -61.1%
NVDA -293,667 -9.2%
AAPL -267,573 -8.7%
AVGO -209,259 -13.1%
AMZN -205,867 -10.7%
V -192,683 -16.3%
GOOGL -178,467 -9.6%
ACN -164,569 -27.4%
IBM -158,911 -19.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type