§ 13F · FUND PROFILE
STIFEL FINANCIAL CORP.
Wealth platform, broker-dealer
AUM · $109.5B (13F)Positions · 9480Turnover · 40% · Q1Filed · May 12, 2026
CONCENTRATION
11%
Top 10 holdings
NEW BUYS
+215
+$321M deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-2pp · +3pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 6.25M | $1.6B | 1.5% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 8.92M | $1.6B | 1.4% | −3% |
| 3 | MSFT | MICROSOFT CORP | 4.10M | $1.5B | 1.4% | −5% |
| 4 | NVDA | NVIDIA CORPORATION | 7.18M | $1.3B | 1.2% | — |
| 5 | AMZN | AMAZON COM INC | 5.59M | $1.2B | 1.1% | −1% |
| 6 | AAPL | APPLE INC | 4.37M | $1.1B | 1.0% | — |
| 7 | GOOGL | ALPHABET INC | 3.78M | $1.1B | 1.0% | −2% |
| 8 | IEFA | ISHARES TR | 11.11M | $1.0B | 0.9% | +3% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 1.43M | $933M | 0.9% | −3% |
| 10 | VOO | VANGUARD INDEX FDS | 1.50M | $897M | 0.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other40.4% (+3pp)
Technology8.4% (−2pp)
Semiconductors6.6% (±0)
Retail5.3% (±0)
Financial Services4.2% (−1pp)
Media3.9% (±0)
§ 03 · THE STIFEL SIGNAL
AC read
STIFEL FINANCIAL CORP is a Other fund managing $109.5 billion in assets. The fund runs a massive portfolio of 9,480 positions, broad diversification across holdings. The fund is an active trader with 40% quarterly turnover, with 215 new positions and 0 exits last quarter. Top sector allocations: Other (40%), Technology (8%), Semiconductors (7%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Busy quarter
+215 buys · −0 exits · 3335 changed
Q4 2025
Busy quarter
+215 buys · −0 exits · 3273 changed
Q3 2025
Busy quarter
+3531 buys · −0 exits · 0 changed
Q1 2025
Busy quarter
+3446 buys · −0 exits · 0 changed