Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionEarnest Partners Llc
Latest Disclosed Ownership3,690,114 shares
Latest Disclosed Value $ 272,773,227
Earnest Partners Llc reports 45.40% increase in ownership of SF / Stifel Financial Corp.

On May 15, 2026 - Earnest Partners Llc filed a 13F-HR form disclosing ownership of 3,690,114 shares of Stifel Financial Corp. (US:SF) valued at $272,773,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,537,976 shares of Stifel Financial Corp.. This represents a change in shares of 45.40% during the quarter. The current value of the position is $260,964,862 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)
2026-05-15 2026-03-31 13F STIFEL FINL COM 860630102 3,690,114 1,152,138 45.40 272,773 -14.17 1.1247
2026-02-12 2025-12-31 13F STIFEL FINL COM 860630102 2,537,976 -287,988 -10.19 317,805 -0.89 1.3619
2025-11-14 2025-09-30 13F STIFEL FINL COM 860630102 2,825,964 -95,258 -3.26 320,662 5.77 1.3910
2025-08-15 2025-06-30 13F STIFEL FINL COM 860630102 2,921,222 4,911 0.17 303,164 10.29 1.3666
2025-05-14 2025-03-31 13F STIFEL FINL COM 860630102 2,916,311 -32,165 -1.09 274,891 -12.11 1.3162
2025-02-14 2024-12-31 13F STIFEL FINL COM 860630102 2,948,476 -24,119 -0.81 312,774 12.05 1.3978
2024-11-14 2024-09-30 13F STIFEL FINL COM 860630102 2,972,595 18,496 0.63 279,127 12.29 1.2154
2024-08-14 2024-06-30 13F STIFEL FINL COM 860630102 2,954,099 22,040 0.75 248,587 8.46 1.1622
2024-05-15 2024-03-31 13F STIFEL FINL COM 860630102 2,932,059 191,896 7.00 229,199 20.96 1.0494
2024-02-14 2023-12-31 13F STIFEL FINL COM 860630102 2,740,163 -62,112 -2.22 189,482 10.05 0.9461
2023-11-14 2023-09-30 13F STIFEL FINL COM 860630102 2,802,275 8,198 0.29 172,172 3.27 0.9930
2023-08-07 2023-06-30 13F STIFEL FINANCIAL COM 860630102 2,794,077 -38,163 -1.35 166,723 -0.38 0.9319
2023-05-15 2023-03-31 13F STIFEL FINANCIAL COM 860630102 2,832,240 13,171 0.47 167,357 1.71 0.9679
2023-02-14 2022-12-31 13F STIFEL FINANCIAL COM 860630102 2,819,069 -49,714 -1.73 164,549 10.50 1.0085
2022-11-14 2022-09-30 13F STIFEL FINANCIAL COM 860630102 2,868,783 71,264 2.55 148,919 -4.98 1.0003
2022-08-12 2022-06-30 13F STIFEL FINANCIAL COM 860630102 2,797,519 80,858 2.98 156,717 -15.04 1.0439
2022-05-16 2022-03-31 13F STIFEL FINANCIAL COM 860630102 2,716,661 -66,049 -2.37 184,461 -5.87 1.0925
2022-02-07 2021-12-31 13F STIFEL FINANCIAL COM 860630102 2,782,710 -108,613 -3.76 195,958 -0.27 1.1303
2021-11-15 2021-09-30 13F STIFEL FINANCIAL COM 860630102 2,891,323 -76,553 -2.58 196,494 2.08 1.2009
2021-08-16 2021-06-30 13F STIFEL FINANCIAL COM 860630102 2,967,876 -29,045 -0.97 192,496 0.27 1.1310
2021-05-17 2021-03-31 13F STIFEL FINANCIAL COM 860630102 2,996,921 -538,008 -15.22 191,983 7.63 1.1468
2021-02-16 2020-12-31 13F STIFEL FINANCIAL COM 860630102 3,534,929 1,349,925 61.78 178,373 61.46 1.2323
2020-11-16 2020-09-30 13F STIFEL FINANCIAL COM 860630102 2,185,004 126,787 6.16 110,474 13.17 0.9530
2020-08-13 2020-06-30 13F STIFEL FINANCIAL COM 860630102 2,058,217 619 0.03 97,621 14.93 0.9223
2020-05-14 2020-03-31 13F STIFEL FINANCIAL COM 860630102 2,057,598 145,161 7.59 84,938 -26.77 0.9571
2020-02-07 2019-12-31 13F STIFEL FINANCIAL COM 860630102 1,912,437 137,057 7.72 115,989 13.86 0.9116
2019-11-14 2019-09-30 13F STIFEL FINANCIAL COM 860630102 1,775,380 154,610 9.54 101,871 6.42 0.9205
2019-08-13 2019-06-30 13F STIFEL FINANCIAL COM 860630102 1,620,770 34,140 2.15 95,723 14.35 0.8649
2019-05-15 2019-03-31 13F STIFEL FINANCIAL COM 860630102 1,586,630 28,002 1.80 83,711 29.67 0.7997
2019-02-14 2018-12-31 13F STIFEL FINANCIAL COM 860630102 1,558,628 -30,716 -1.93 64,558 -20.76 0.7030
2018-11-14 2018-09-30 13F STIFEL FINANCIAL COM 860630102 1,589,344 -16,769 -1.04 81,470 -2.92 0.7298
2018-08-13 2018-06-30 13F STIFEL FINANCIAL COM 860630102 1,606,113 -22,680 -1.39 83,919 -13.01 0.7850
2018-05-15 2018-03-31 13F STIFEL FINANCIAL COM 860630102 1,628,793 10,417 0.64 96,473 0.09 0.9124
2018-02-14 2017-12-31 13F STIFEL FINANCIAL COM 860630102 1,618,376 -75,421 -4.45 96,390 6.45 0.9229
2017-11-14 2017-09-30 13F STIFEL FINANCIAL COM 860630102 1,693,797 -6,394 -0.38 90,550 15.83 0.9020
2017-08-14 2017-06-30 13F STIFEL FINANCIAL COM 860630102 1,700,191 -5,384 -0.32 78,175 -8.68 0.8211
2017-05-15 2017-03-31 13F STIFEL FINANCIAL COM 860630102 1,705,575 -26,223 -1.51 85,603 -1.04 0.9131
2017-02-14 2016-12-31 13F STIFEL FINANCIAL COM 860630102 1,731,798 -148,960 -7.92 86,503 19.62 0.9445
2016-11-14 2016-09-30 13F STIFEL FINANCIAL COM 860630102 1,880,758 -93,467 -4.73 72,315 16.47 0.7585
2016-08-15 2016-06-30 13F STIFEL FINANCIAL COM 860630102 1,974,225 -36,347 -1.81 62,089 4.33 0.6737
2016-05-16 2016-03-31 13F STIFEL FINANCIAL COM 860630102 2,010,572 -121,792 -5.71 59,513 -34.11 0.6236
2016-02-16 2015-12-31 13F STIFEL FINANCIAL COM 860630102 2,132,364 -223,873 -9.50 90,327 -8.94 0.9212
2015-11-16 2015-09-30 13F STIFEL FINANCIAL COM 860630102 2,356,237 -77,183 -3.17 99,198 -29.40 0.9745
2015-08-14 2015-06-30 13F STIFEL FINANCIAL COM 860630102 2,433,420 -43,745 -1.77 140,506 1.74 1.2272
2015-05-15 2015-03-31 13F STIFEL FINANCIAL COM 860630102 2,477,165 -183,170 -6.89 138,102 1.75 1.1885
2015-02-17 2014-12-31 13F STIFEL FINANCIAL COM 860630102 2,660,335 -2,227 -0.08 135,730 8.72 1.1139
2014-11-14 2014-09-30 13F Stifel Financial COM 860630102 2,662,562 -33,806 -1.25 124,848 -2.21 1.0439
2014-08-14 2014-06-30 13F STIFEL FINANCIAL COM 860630102 2,696,368 -53,534 -1.95 127,673 -6.70 1.0165
2014-05-15 2014-03-31 13F Stifel Financial COM 860630102 2,749,902 -105,102 -3.68 136,835 0.02 1.0976
2014-02-14 2013-12-31 13F Stifel Financial COM 860630102 2,855,004 2,855,004 136,812 1.0972
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.