STIFEL FINANCIAL CORP

Q2 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
3,702
Total value ($000)
$120,206,320
Net value change ($000)
+11,415,571 (10.5%)
New positions
209
Sold out positions
132
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CSCO 445,235 42.6%
NVDA 415,884 14.4%
AAPL 382,291 13.6%
PANW 371,767 107.1%
GOOGL 371,689 22.1%
AVGO 313,213 22.5%
MU 302,383 303.7%
IVW 299,110 36.3%
GLW 297,219 81.8%
AMZN 292,323 17.0%
Top Reduces (Value $000, Stocks/ETFs)
HON -403,961 -100.0%
APD -339,778 -71.1%
XOM -270,544 -42.8%
QUAL -214,524 -68.5%
PEP -139,927 -14.2%
CVX -131,933 -20.7%
LMT -129,173 -17.9%
META -101,442 -12.8%
TSCO -96,836 -29.2%
INTU -93,553 -65.5%
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