Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionTruist Financial Corp
Latest Disclosed Ownership26,332 shares
Latest Disclosed Value $ 1,946,427
Truist Financial Corp reports 52.29% increase in ownership of SF / Stifel Financial Corp.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 26,332 shares of Stifel Financial Corp. (US:SF) valued at $1,946,461 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 17,291 shares of Stifel Financial Corp.. This represents a change in shares of 52.29% during the quarter. The current value of the position is $1,826,651 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F STIFEL FINL COM 860630102 26,332 9,041 52.29 1,946 -10.12 0.0026
2026-02-02 2025-12-31 13F STIFEL FINL COM 860630102 17,291 -26,478 -60.49 2,165 -56.40 0.0029
2025-11-03 2025-09-30 13F STIFEL FINL COM 860630102 43,769 -1,386 -3.07 4,966 5.98 0.0067
2025-07-18 2025-06-30 13F STIFEL FINL COM 860630102 45,155 1,192 2.71 4,686 13.11 0.0069
2025-04-29 2025-03-31 13F STIFEL FINL COM 860630102 43,963 78 0.18 4,144 -11.00 0.0066
2025-01-31 2024-12-31 13F STIFEL FINL COM 860630102 43,885 -28,579 -39.44 4,655 -31.58 0.0073
2024-11-13 2024-09-30 13F STIFEL FINL COM 860630102 72,464 574 0.80 6,804 12.48 0.0107
2024-08-21 2024-06-30 13F STIFEL FINL COM 860630102 71,890 -7,975 -9.99 6,050 -3.11 0.0092
2024-05-13 2024-03-31 13F STIFEL FINL COM 860630102 79,865 25,398 46.63 6,243 65.77 0.0095
2024-02-02 2023-12-31 13F STIFEL FINL COM 860630102 54,467 -6,239 -10.28 3,766 0.99 0.0060
2023-11-14 2023-09-30 13F STIFEL FINL COM 860630102 60,706 13,204 27.80 3,730 31.58 0.0062
2023-08-01 2023-06-30 13F STIFEL FINL COM 860630102 47,502 -3,329 -6.55 2,834 -5.63 0.0047
2023-05-05 2023-03-31 13F STIFEL FINL COM 860630102 50,831 29,611 139.54 3,004 142.57 0.0052
2023-02-17 2022-12-31 13F STIFEL FINL COM 860630102 21,220 2,551 13.66 1,239 27.76 0.0022
2022-10-26 2022-09-30 13F STIFEL FINL COM 860630102 18,669 -19,048 -50.50 969 -54.14 0.0019
2022-07-22 2022-06-30 13F STIFEL FINL COM 860630102 37,717 22,696 151.10 2,113 107.16 0.0039
2022-04-22 2022-03-31 13F STIFEL FINL COM 860630102 15,021 2,007 15.42 1,020 11.35 0.0016
2022-02-14 2021-12-31 13F STIFEL FINL COM 860630102 13,014 7,254 125.94 916 133.67 0.0014
2021-11-05 2021-09-30 13F STIFEL FINL COM 860630102 5,760 418 7.82 392 12.97 0.0006
2021-08-16 2021-06-30 13F STIFEL FINL COM 860630102 5,342 415 8.42 347 9.81 0.0006
2021-05-17 2021-03-31 13F STIFEL FINL COM 860630102 4,927 -92 -1.83 316 25.40 0.0005
2021-11-19 2020-12-31 13F/A-1 STIFEL FINL COM 860630102 5,019 5,019 252 0.0005
2021-02-18 2020-12-31 13F STIFEL FINL COM 860630102 13,481 13,481 679 0.0013
2021-11-05 2020-03-31 13F/A-1 STIFEL FINL COM 860630102 0 -19,280 -100.00 0 -100.00
2020-05-15 2020-03-31 13F STIFEL FINL COM 860630102 0 -19,280 0
2021-11-16 2019-12-31 13F/A-1 STIFEL FINL COM 860630102 19,280 19,280 1,170 0.0024
2020-02-14 2019-12-31 13F STIFEL FINL COM 860630102 19,280 19,280 1,170 0.0024
2015-11-04 2015-09-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 0 -3,667 -100.00 0 -100.00
2015-07-29 2015-06-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 3,667 -137 -3.60 212 0.00 0.0057
2015-04-23 2015-03-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 3,804 -654 -14.67 212 -0.93 0.0061
2014-01-27 2013-12-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 4,458 4,458 214 0.0069
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.