§ 13F · FUND PROFILE
STIFEL FINANCIAL CORP.
Wealth platform, broker-dealer
AUM · $120.2B (13F)Positions · 8946Turnover · 40% · Q2Filed · Aug 12, 2026
CONCENTRATION
11%
Top 10 holdings
NEW BUYS
+212
+$634M deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → SEMICONDUCTORS
-2pp · +2pp
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 6.29M | $1.8B | 1.5% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 8.93M | $1.8B | 1.5% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 3.93M | $1.5B | 1.2% | −3% |
| 4 | NVDA | NVIDIA CORPORATION | 7.14M | $1.4B | 1.2% | — |
| 5 | AMZN | AMAZON COM INC | 5.60M | $1.3B | 1.1% | +2% |
| 6 | GOOGL | ALPHABET INC | 3.72M | $1.3B | 1.1% | −2% |
| 7 | AAPL | APPLE INC | 4.31M | $1.2B | 1.0% | — |
| 8 | IVW | ISHARES TR | 8.06M | $1.1B | 0.9% | +12% |
| 9 | VOO | VANGUARD INDEX FDS | 1.59M | $1.1B | 0.9% | +5% |
| 10 | AVGO | BROADCOM INC | 2.85M | $1.1B | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other38.3% (−2pp)
Technology8.4% (±0)
Semiconductors8.2% (+2pp)
Retail4.9% (±0)
Financial Services4.0% (±0)
Media3.8% (±0)
§ 03 · THE STIFEL SIGNAL
AC read
STIFEL FINANCIAL CORP is a Other fund managing $120.2 billion in assets. The fund runs a massive portfolio of 8,946 positions, broad diversification across holdings. Trading activity is aggressive at 40% quarterly turnover, with 212 new positions and 0 exits last quarter. Top sector allocations: Other (38%), Technology (8%), Semiconductors (8%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 OF 2 FILINGS MEASURED
Q2 2026
Busy quarter
+212 buys · −0 exits · 3405 changed
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