Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4,926 shares
Latest Disclosed Value $ 364,130
IFP Advisors, Inc reports 69.16% increase in ownership of SF / Stifel Financial Corp.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4,926 shares of Stifel Financial Corp. (US:SF) valued at $364,130 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,912 shares of Stifel Financial Corp.. This represents a change in shares of 69.16% during the quarter. The current value of the position is $341,717 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)
2026-04-13 2026-03-31 13F STIFEL FINL cs 860630102 4,926 2,014 69.16 364 0.00 0.0076
2026-02-06 2025-12-31 13F STIFEL FINL cs 860630102 2,912 296 11.31 365 22.97 0.0082
2026-02-06 2025-09-30 13F/A-1 STIFEL FINL cs 860630102 2,616 54 2.11 297 -13.70 0.0077
2025-12-02 2025-09-30 13F STIFEL FINL cs 860630102 2,579 17 301 0.0078
2025-07-24 2025-06-30 13F STIFEL FINL cs 860630102 2,562 -106 -3.97 344 35.57 0.0098
2025-05-05 2025-03-31 13F STIFEL FINL cs 860630102 2,668 53 2.03 253 -9.32 0.0078
2025-02-04 2024-12-31 13F STIFEL FINL cs 860630102 2,615 50 1.95 280 16.25 0.0092
2025-02-04 2024-09-30 13F STIFEL FINL cs 860630102 2,565 -275 -9.68 241 0.42 0.0087
2024-07-30 2024-06-30 13F STIFEL FINL cs 860630102 2,840 -33 -1.15 239 6.70 0.0095
2024-07-30 2024-03-31 13F STIFEL FINL cs 860630102 2,873 805 38.93 225 56.64 0.0098
2024-01-09 2023-12-31 13F STIFEL FINL cs 860630102 2,068 74 3.71 143 17.21 0.0068
2023-10-12 2023-09-30 13F STIFEL FINL cs 860630102 1,994 1,701 580.55 123 617.65 0.0055
2023-08-14 2023-06-30 13F/A-1 STIFEL FINL cs 860630102 293 26 9.74 17 13.33 0.0007
2023-08-04 2023-06-30 13F STIFEL FINL cs 860630102 293 26 17 0.0008
2023-04-18 2023-03-31 13F STIFEL FINL cs 860630102 267 -1,867 -87.49 16 0.0007
2023-02-07 2022-12-31 13F STIFEL FINL cs 860630102 2,134 -42 -1.93 0 -100.00 0.0037
2022-11-08 2022-09-30 13F STIFEL FINL cs 860630102 2,176 29 1.35 142 1.43 0.0037
2022-09-06 2022-06-30 13F/A-1 STIFEL FINL cs 860630102 2,147 0 0.00 140 0.00 0.0045
2022-09-06 2022-03-31 13F/A-1 STIFEL FINL cs 860630102 2,147 1,868 669.53 140 636.84 0.0045
2022-08-08 2022-03-31 13F STIFEL FINL CORP COM Stock 860630102 306 27 19 0.0004
2022-01-12 2021-12-31 13F STIFEL FINL CORP COM Stock 860630102 279 0 0.00 19 0.00 0.0004
2021-10-06 2021-09-30 13F STIFEL FINL CORP COM Stock 860630102 279 -19 -6.38 19 -5.00 0.0004
2021-07-13 2021-06-30 13F STIFEL FINL CORP COM Stock 860630102 298 -48 -13.87 20 -13.04 0.0004
2021-04-30 2021-03-31 13F STIFEL FINL CORP COM Stock 860630102 346 -277 -44.46 23 -25.81 0.0004
2021-01-25 2020-12-31 13F STIFEL FINL CORP COM Stock 860630102 623 207 49.76 31 47.62 0.0013
2020-10-29 2020-09-30 13F STIFEL FINL CORP COM Stock 860630102 416 43 11.53 21 23.53 0.0013
2020-08-05 2020-06-30 13F STIFEL FINL CORP COM Stock 860630102 373 -71 -15.99 17 -5.56 0.0013
2020-05-12 2020-03-31 13F STIFEL FINL CORP COM Stock 860630102 444 24 5.71 18 -30.77 0.0018
2020-01-17 2019-12-31 13F STIFEL FINL CORP COM Stock 860630102 420 -20 -4.55 26 0.00 0.0020
2019-11-07 2019-09-30 13F STIFEL FINL CORP COM Stock 860630102 440 413 1,529.63 26 2,500.00 0.0017
2019-05-15 2019-03-31 13F STIFEL FINANCIAL Stock 860630102 27 -564 -95.43 1 -95.83 0.0001
2019-06-03 2018-12-31 13F/A-10 STIFEL FINANCIAL CP Stock 860630102 591 -47 -7.37 24 -27.27 0.0015
2019-01-23 2018-12-31 13F STIFEL FINANCIAL CP Stock 860630102 591 -47 24 0.0015
2019-06-03 2018-09-30 13F/A-9 STIFEL FINANCIAL CP Stock 860630102 638 9 1.43 33 0.00 0.0013
2018-10-25 2018-09-30 13F STIFEL FINANCIAL CP Stock 860630102 638 9 33 0.0013
2019-06-03 2018-06-30 13F/A-8 STIFEL FINANCIAL CP Stock 860630102 629 -84 -11.78 33 -21.43 0.0014
2018-08-07 2018-06-30 13F STIFEL FINANCIAL CP Stock 860630102 629 -75 33
2019-06-03 2018-03-31 13F/A-7 STIFEL FINL CORP COM Stock 860630102 713 0 0.00 42 0.00 0.0019
2018-05-09 2018-03-31 13F STIFEL FINANCIAL CP Stock 860630102 704 -9 42
2019-06-03 2017-12-31 13F/A-6 STIFEL FINL CORP COM Stock 860630102 713 313 78.25 42 100.00 0.0019
2018-01-24 2017-12-31 13F STIFEL FINL CORP COM Stock 860630102 713 313 42
2017-10-30 2017-09-30 13F STIFEL FINL CORP COM Stock 860630102 400 54 15.61 21 31.25 0.0008
2019-06-03 2017-06-30 13F/A-5 STIFEL FINL CORP COM Stock 860630102 346 27 8.46 16 0.00 0.0007
2017-07-31 2017-06-30 13F STIFEL FINL CORP COM Stock 860630102 346 27 16
2019-06-03 2017-03-31 13F/A-4 STIFEL FINL CORP COM Stock 860630102 319 -82 -20.45 16 -20.00 0.0007
2017-04-26 2017-03-31 13F STIFEL FINL CORP COM Stock 860630102 319 -82 16
2019-06-03 2016-12-31 13F/A-3 STIFEL FINL CORP COM Stock 860630102 401 24 6.37 20 42.86 0.0010
2017-02-14 2016-12-31 13F STIFEL FINL CORP COM Stock 860630102 401 24 20
2016-11-04 2016-09-30 13F STIFEL FINL CORP COM Stock 860630102 377 108 40.15 14 75.00 0.0007
2019-06-03 2016-06-30 13F/A-2 STIFEL FINL CORP COM Stock 860630102 269 242 896.30 8 700.00 0.0004
2016-08-22 2016-06-30 13F STIFEL FINL CORP COM Stock 860630102 269 242 8
2019-06-03 2016-03-31 13F/A-1 STIFEL FINANCIAL Stock 860630102 27 -233 -89.62 1 -90.91 0.0001
2016-05-02 2016-03-31 13F STIFEL FINL CORP COM Stock 860630102 262 2 8
2016-02-11 2015-12-31 13F STIFEL FINL CORP COM Stock 860630102 260 260 11 0.0007
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.