Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionCwm, Llc
Latest Disclosed Ownership140,171 shares
Latest Disclosed Value $ 10,361,442
Cwm, Llc reports 125.26% increase in ownership of SF / Stifel Financial Corp.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 140,171 shares of Stifel Financial Corp. (US:SF) valued at $10,361,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 62,225 shares of Stifel Financial Corp.. This represents a change in shares of 125.26% during the quarter. The current value of the position is $9,723,662 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)
2026-05-14 2026-03-31 13F STIFEL FINL COM 860630102 140,171 77,946 125.26 10,361 147,914.29 0.0269
2026-01-26 2025-12-31 13F STIFEL FINL COM 860630102 62,225 32,571 109.84 8 133.33 0.0211
2025-10-15 2025-09-30 13F STIFEL FINL COM 860630102 29,654 16,616 127.44 3 200.00 0.0101
2025-07-25 2025-06-30 13F STIFEL FINL COM 860630102 13,038 -15,191 -53.81 1 -50.00 0.0048
2025-05-01 2025-03-31 13F STIFEL FINL COM 860630102 28,229 24,141 590.53 3 0.0106
2025-02-04 2024-12-31 13F STIFEL FINL COM 860630102 4,088 148 3.76 0 0.0018
2024-10-08 2024-09-30 13F STIFEL FINL COM 860630102 3,940 145 3.82 0 0.0016
2024-07-10 2024-06-30 13F STIFEL FINL COM 860630102 3,795 84 2.26 0 0.0015
2024-04-05 2024-03-31 13F STIFEL FINL COM 860630102 3,711 -10 -0.27 0 0.0014
2024-02-01 2023-12-31 13F STIFEL FINL COM 860630102 3,721 30 0.81 0 0.0014
2023-10-11 2023-09-30 13F STIFEL FINL COM 860630102 3,691 12 0.33 0 0.0014
2023-08-03 2023-06-30 13F STIFEL FINL COM 860630102 3,679 5 0.14 0 0.0014
2023-05-01 2023-03-31 13F STIFEL FINL COM 860630102 3,674 -17 -0.46 0 0.0015
2023-02-01 2022-12-31 13F STIFEL FINL COM 860630102 3,691 3,316 884.27 0 -100.00 0.0016
2022-10-27 2022-09-30 13F STIFEL FINL COM 860630102 375 121 47.64 19 35.71 0.0002
2022-07-28 2022-06-30 13F STIFEL FINL COM 860630102 254 -2,409 -90.46 14 -92.27 0.0001
2022-04-21 2022-03-31 13F STIFEL FINL COM 860630102 2,663 2,592 3,650.70 181 3,520.00 0.0013
2022-01-31 2021-12-31 13F STIFEL FINL COM 860630102 71 71 5 0.0000
2021-01-27 2020-12-31 13F STIFEL FINL COM 860630102 0 -35 -100.00 0 -100.00
2020-10-19 2020-09-30 13F STIFEL FINL COM 860630102 35 0 0.00 2 0.00 0.0000
2020-07-22 2020-06-30 13F STIFEL FINL COM 860630102 35 -52 -59.77 2 -50.00 0.0000
2020-04-28 2020-03-31 13F STIFEL FINL COM 860630102 87 68 357.89 4 300.00 0.0001
2020-01-27 2019-12-31 13F STIFEL FINL COM 860630102 19 0 0.00 1 0.00 0.0000
2019-10-22 2019-09-30 13F STIFEL FINL COM 860630102 19 0 0.00 1 0.00 0.0000
2019-07-31 2019-06-30 13F STIFEL FINL COM 860630102 19 -6 -24.00 1 0.00 0.0000
2019-04-22 2019-03-31 13F STIFEL FINL COM 860630102 25 -75 -75.00 1 -75.00 0.0000
2019-01-25 2018-12-31 13F STIFEL FINL COM 860630102 100 0 0.00 4 -20.00 0.0001
2018-10-29 2018-09-30 13F STIFEL FINL COM 860630102 100 0 0.00 5 0.00 0.0001
2018-07-31 2018-06-30 13F STIFEL FINL COM 860630102 100 0 0.00 5 -16.67 0.0002
2018-04-26 2018-03-31 13F STIFEL FINL COM 860630102 100 0 0.00 6 0.00 0.0002
2018-01-16 2017-12-31 13F STIFEL FINL COM 860630102 100 0 0.00 6 20.00 0.0003
2017-10-16 2017-09-30 13F STIFEL FINL COM 860630102 100 81 426.32 5 400.00 0.0002
2017-07-17 2017-06-30 13F STIFEL FINL COM 860630102 19 0 0.00 1 0.00 0.0001
2017-04-17 2017-03-31 13F STIFEL FINL COM 860630102 19 19 1 0.0001
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.