Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership25,023 shares
Latest Disclosed Value $ 1,849,695
Neuberger Berman Group LLC reports 60.47% increase in ownership of SF / Stifel Financial Corp.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 25,023 shares of Stifel Financial Corp. (US:SF) valued at $1,849,700 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,594 shares of Stifel Financial Corp.. This represents a change in shares of 60.47% during the quarter. The current value of the position is $1,769,627 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 FINANCIAL Common 860630102 25,023 9,429 60.47 1,850 -5.28 0.0007
2026-02-13 2025-12-31 13F STIFEL FINANCIAL Common 860630102 15,594 1,513 10.74 1,953 22.23 0.0015
2025-11-12 2025-09-30 13F STIFEL FINANCIAL Common 860630102 14,081 -263 -1.83 1,598 7.33 0.0012
2025-08-25 2025-06-30 13F/A-1 STIFEL FINANCIAL Common 860630102 14,344 1,925 15.50 1,489 27.18 0.0011
2025-08-13 2025-06-30 13F STIFEL FINANCIAL Common 860630102 14,344 1,925 1,489 0.0006
2025-05-13 2025-03-31 13F STIFEL FINANCIAL Common 860630102 12,419 1,896 18.02 1,171 4.84 0.0010
2025-02-13 2024-12-31 13F STIFEL FINANCIAL Common 860630102 10,523 36 0.34 1,116 13.41 0.0009
2024-11-14 2024-09-30 13F STIFEL FINANCIAL Common 860630102 10,487 -76 -0.72 985 10.81 0.0008
2024-11-14 2024-06-30 13F/A-1 STIFEL FINANCIAL Common 860630102 10,563 166 1.60 889 9.36 0.0007
2024-08-13 2024-06-30 13F STIFEL FINANCIAL Common 860630102 10,563 166 889 0.0007
2024-11-14 2024-03-31 13F/A-1 STIFEL FINANCIAL Common 860630102 10,397 -1,413 -11.96 813 -0.49 0.0007
2024-05-13 2024-03-31 13F STIFEL FINANCIAL Common 860630102 10,397 -1,413 813 0.0007
2024-11-14 2023-12-31 13F/A-2 STIFEL FINANCIAL Common 860630102 11,810 1,285 12.21 817 26.32 0.0007
2024-02-09 2023-12-31 13F STIFEL FINANCIAL Common 860630102 11,810 1,285 817 0.0007
2023-11-14 2023-09-30 13F STIFEL FINANCIAL Common 860630102 10,525 3,963 60.39 647 65.22 0.0006
2023-08-11 2023-06-30 13F STIFEL FINANCIAL Common 860630102 6,562 2,792 74.06 392 76.13 0.0004
2023-05-12 2023-03-31 13F STIFEL FINANCIAL Common 860630102 3,770 3,770 223 0.0002
2023-02-13 2022-12-31 13F STIFEL FINANCIAL Common 860630102 0 -6,519 -100.00 0 -100.00
2022-11-15 2022-09-30 13F STIFEL FINANCIAL Common 860630102 6,519 2,705 70.92 338 57.94 0.0004
2022-08-15 2022-06-30 13F STIFEL FINANCIAL Common 860630102 3,814 -1,983 -34.21 214 -45.69 0.0002
2022-05-23 2022-03-31 13F/A-1 STIFEL FINANCIAL Common 860630102 5,797 5,797 394 0.0003
2022-05-13 2022-03-31 13F STIFEL FINANCIAL Common 860630102 5,797 5,797 352 0.0002
2021-11-12 2021-09-30 13F STIFEL FINANCIAL Common 860630102 0 -4,279 -100.00 0 -100.00
2021-08-13 2021-06-30 13F STIFEL FINANCIAL Common 860630102 4,279 -5,889 -57.92 277 -57.45 0.0002
2021-05-13 2021-03-31 13F STIFEL FINANCIAL Common 860630102 10,168 5,986 143.14 651 208.53 0.0006
2021-02-10 2020-12-31 13F STIFEL FINANCIAL Common 860630102 4,182 4,182 211 0.0002
2019-05-13 2019-03-31 13F STIFEL FINANCIAL Common 860630102 0 -5,196 -100.00 0 -100.00
2019-02-12 2018-12-31 13F STIFEL FINANCIAL Common 860630102 5,196 59 1.15 215 -18.25 0.0003
2018-11-16 2018-09-30 13F/A-1 STIFEL FINANCIAL Common 860630102 5,137 -439 -7.87 263 -9.62 0.0003
2018-11-13 2018-09-30 13F STIFEL FINANCIAL Common 860630102 5,137 -439 263
2018-08-13 2018-06-30 13F STIFEL FINANCIAL Common 860630102 5,576 0 0.00 291 -11.82 0.0003
2018-05-08 2018-03-31 13F STIFEL FINANCIAL Common 860630102 5,576 0 0.00 330 -0.60 0.0004
2018-02-14 2017-12-31 13F STIFEL FINANCIAL Common 860630102 5,576 -543 -8.87 332 1.53 0.0004
2017-11-15 2017-09-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 6,119 492 8.74 327 26.25 0.0004
2017-08-08 2017-06-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 5,627 42 0.75 259 -7.50 0.0003
2017-05-10 2017-03-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 5,585 0 0.00 280 0.36 0.0004
2017-02-06 2016-12-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 5,585 -591 -9.57 279 17.72 0.0004
2016-11-02 2016-09-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 6,176 6,176 0.00 237 0.0003
2015-02-05 2014-12-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 0 -27,563 -100.00 0 -100.00
2014-11-04 2014-09-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 27,563 27,563 1,292 0.0013
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.