Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionQube Research & Technologies Ltd
Latest Disclosed Ownership1,264,455 shares
Latest Disclosed Value $ 93,468,514
Qube Research & Technologies Ltd reports 153.21% increase in ownership of SF / Stifel Financial Corp.

On May 15, 2026 - Qube Research & Technologies Ltd filed a 13F-HR form disclosing ownership of 1,264,455 shares of Stifel Financial Corp. (US:SF) valued at $93,468,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 499,371 shares of Stifel Financial Corp.. This represents a change in shares of 153.21% during the quarter. The current value of the position is $90,307,376 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 1,264,455 765,084 153.21 93,469 49.47 0.1039
2026-02-17 2025-12-31 13F STIFEL FINL COM 860630102 499,371 184,279 58.48 62,531 74.90 0.0635
2025-11-14 2025-09-30 13F STIFEL FINL COM 860630102 315,092 178,656 130.94 35,753 152.51 0.0369
2025-08-14 2025-06-30 13F STIFEL FINL COM 860630102 136,436 -179,316 -56.79 14,159 -52.43 0.0144
2025-05-15 2025-03-31 13F STIFEL FINL COM 860630102 315,752 209,957 198.46 29,763 165.21 0.0345
2025-02-14 2024-12-31 13F STIFEL FINL COM 860630102 105,795 105,795 11,223 0.0147
2024-08-14 2024-06-30 13F STIFEL FINL COM 860630102 0 -64,316 -100.00 0 -100.00
2024-05-14 2024-03-31 13F STIFEL FINL COM 860630102 64,316 30,075 87.83 5,028 112.38 0.0080
2024-02-13 2023-12-31 13F STIFEL FINL COM 860630102 34,241 -36,199 -51.39 2,368 -45.30 0.0046
2023-11-13 2023-09-30 13F STIFEL FINL COM 860630102 70,440 -211,244 -74.99 4,328 -74.26 0.0113
2023-08-14 2023-06-30 13F STIFEL FINL COM 860630102 281,684 277,730 7,024.03 16,808 7,113.73 0.0611
2023-05-15 2023-03-31 13F STIFEL FINL COM 860630102 3,954 -178,971 -97.84 234 -97.82 0.0010
2023-02-14 2022-12-31 13F STIFEL FINL COM 860630102 182,925 -69,312 -27.48 10,677 -18.46 0.0572
2022-11-14 2022-09-30 13F STIFEL FINL COM 860630102 252,237 211,931 525.81 13,094 479.89 0.0780
2022-08-15 2022-06-30 13F STIFEL FINL COM 860630102 40,306 -54,584 -57.52 2,258 -64.95 0.0167
2022-05-09 2022-03-31 13F STIFEL FINL COM 860630102 94,890 -90,070 -48.70 6,443 -50.53 0.0546
2022-02-10 2021-12-31 13F/A-1 STIFEL FINL COM 860630102 184,960 184,960 13,025 0.1005
2022-02-01 2021-12-31 13F STIFEL FINL COM 860630102 184,960 184,960 13,025 0.1007
2021-11-12 2021-09-30 13F STIFEL FINL COM 860630102 0 -8,390 -100.00 0 -100.00
2021-08-13 2021-06-30 13F STIFEL FINL COM 860630102 8,390 8,390 544 0.0062
2020-11-12 2020-09-30 13F STIFEL FINL COM 860630102 0 -17,886 -100.00 0 -100.00
2020-08-14 2020-06-30 13F STIFEL FINL COM 860630102 17,886 17,886 848 0.0124
2020-05-15 2020-03-31 13F STIFEL FINL COM 860630102 0 -13,261 -100.00 0 -100.00
2020-02-13 2019-12-31 13F STIFEL FINL COM 860630102 13,261 13,261 804 0.0252
2019-02-14 2018-12-31 13F STIFEL FINL COM 860630102 0 -2,517 -100.00 0 -100.00
2018-11-14 2018-09-30 13F STIFEL FINL COM 860630102 2,517 1,298 106.48 129 101.56 0.0171
2018-08-15 2018-06-30 13F/A-1 STIFEL FINL COM 860630102 1,219 1,219 64 0.0404
2018-08-14 2018-06-30 13F STIFEL FINL COM 860630102 1,219 64 0.0404
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.