Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionBessemer Group Inc
Latest Disclosed Ownership1,009 shares
Latest Disclosed Value $ 74
Bessemer Group Inc reports 13.37% increase in ownership of SF / Stifel Financial Corp.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 1,009 shares of Stifel Financial Corp. (US:SF) valued at $74,585 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 890 shares of Stifel Financial Corp.. The current value of the position is $71,356 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)
2026-05-06 2026-03-31 13F STIFEL FINL SC 860630102 1,009 119 13.37 0 0.0001
2026-02-05 2025-12-31 13F STIFEL FINL SC 860630102 890 193 27.69 0 0.0002
2025-11-05 2025-09-30 13F STIFEL FINL SC 860630102 697 118 20.38 0 0.0001
2025-08-01 2025-06-30 13F STIFEL FINL SC 860630102 579 88 17.92 0 0.0001
2025-04-23 2025-03-31 13F STIFEL FINL SC 860630102 491 170 52.96 0 0.0001
2025-02-13 2024-12-31 13F STIFEL FINL SC 860630102 321 110 52.13 0 0.0001
2024-11-12 2024-09-30 13F STIFEL FINL SC 860630102 211 -37 -14.92 0 0.0000
2024-08-13 2024-06-30 13F STIFEL FINL SC 860630102 248 -548 -68.84 0 0.0000
2024-08-13 2024-03-31 13F/A-1 STIFEL FINL SC 860630102 796 633 388.34 0 0.0001
2024-05-13 2024-03-31 13F STIFEL FINL SC 860630102 796 633 0 0.0001
2024-02-09 2023-12-31 13F STIFEL FINL SC 860630102 163 -1 -0.61 0 0.0000
2023-11-13 2023-09-30 13F STIFEL FINL SC 860630102 164 1 0.61 0 0.0000
2023-08-10 2023-06-30 13F STIFEL FINL SC 860630102 163 83 103.75 0 0.0000
2023-05-10 2023-03-31 13F STIFEL FINL SC 860630102 80 80 0 0.0000
2023-02-13 2022-12-31 13F STIFEL FINL SC 860630102 0 -289 -100.00 0 -100.00
2022-11-09 2022-09-30 13F STIFEL FINL SC 860630102 289 284 5,680.00 15 0.0000
2022-08-10 2022-06-30 13F STIFEL FINL SC 860630102 5 -5 -50.00 0 -100.00
2022-05-12 2022-03-31 13F STIFEL FINL SC 860630102 10 10 1 0.0000
2022-01-27 2021-12-31 13F STIFEL FINL SC 860630102 0 -228 -100.00 0 -100.00
2021-11-12 2021-09-30 13F STIFEL FINL SC 860630102 228 0 0.00 15 0.00 0.0000
2021-08-06 2021-06-30 13F STIFEL FINL SC 860630102 228 0 0.00 15 0.00 0.0000
2021-05-13 2021-03-31 13F STIFEL FINL SC 860630102 228 0 0.00 15 25.00 0.0000
2021-02-09 2020-12-31 13F STIFEL FINL SC 860630102 228 228 12 0.0000
2020-02-04 2019-12-31 13F STIFEL FINL SC 860630102 0 -33 -100.00 0 -100.00
2019-11-07 2019-09-30 13F STIFEL FINL SC 860630102 33 33 2 0.0000
2019-07-19 2019-06-30 13F STIFEL FINL SC 860630102 0 -196 -100.00 0 -100.00
2019-05-13 2019-03-31 13F STIFEL FINL SC 860630102 196 34 20.99 10 42.86 0.0000
2019-05-21 2018-12-31 13F/A-1 STIFEL FINL SC 860630102 162 162 7 0.0000
2019-02-12 2018-12-31 13F STIFEL FINL SC 860630102 162 162 7 0.0000
2016-08-11 2016-06-30 13F STIFEL FINL SC 860630102 0 -190 -100.00 0 -100.00
2016-05-11 2016-03-31 13F STIFEL FINL SC 860630102 190 73 62.39 6 20.00 0.0000
2016-02-12 2015-12-31 13F STIFEL FINL SC 860630102 117 -5 -4.10 5 0.00 0.0000
2015-11-16 2015-09-30 13F STIFEL FINL SC 860630102 122 -34 -21.79 5 -44.44 0.0000
2015-08-14 2015-06-30 13F STIFEL FINL SC 860630102 156 102 188.89 9 200.00 0.0000
2014-02-18 2013-12-31 13F STIFEL FINL SC 860630102 54 54 3 0.0000
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.