Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 39 | Q3 2023 | 3.3% |
MICROSOFT CORP | 39 | Q3 2023 | 3.4% |
SPDR S&P 500 ETF TR | 39 | Q3 2023 | 2.8% |
JOHNSON & JOHNSON | 39 | Q3 2023 | 1.5% |
JPMORGAN CHASE & CO | 39 | Q3 2023 | 1.5% |
UNITEDHEALTH GROUP INC | 39 | Q3 2023 | 1.6% |
AMAZON COM INC | 39 | Q3 2023 | 2.1% |
VISA INC | 39 | Q3 2023 | 1.3% |
CISCO SYS INC | 39 | Q3 2023 | 1.2% |
ISHARES TR | 39 | Q3 2023 | 1.1% |
View STIFEL FINANCIAL CORP's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Investcorp Credit Management BDC, Inc. | October 04, 2019 | 2,181,818 | 16.0% |
Carlyle GMS Finance, Inc. | March 12, 2014 | 333,119 | 3.5% |
KNIGHT CAPITAL GROUP, INC. | August 16, 2012 | 17,908,009 | 4.9% |
STIFEL FINANCIAL CORP | June 07, 2002 | 402,720 | 5.3% |
View STIFEL FINANCIAL CORP's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
4 | 2024-06-07 |
4 | 2024-06-07 |
4 | 2024-06-07 |
4 | 2024-06-07 |
4 | 2024-06-07 |
4 | 2024-06-07 |
4 | 2024-06-07 |
4 | 2024-06-07 |
4 | 2024-06-07 |
8-K | 2024-06-05 |
View STIFEL FINANCIAL CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.