Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionSei Investments Co
Latest Disclosed Ownership254,899 shares
Latest Disclosed Value $ 31,917,993
Sei Investments Co reports 3.97% increase in ownership of SF / Stifel Financial Corp.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 254,899 shares of Stifel Financial Corp. (US:SF) valued at $31,918,453 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 245,157 shares of Stifel Financial Corp.. This represents a change in shares of 3.97% during the quarter. The current value of the position is $17,682,344 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)
2026-02-13 2025-12-31 13F STIFEL FINL COM 860630102 254,899 9,742 3.97 31,918 14.74 0.0315
2025-11-13 2025-09-30 13F STIFEL FINL COM 860630102 245,157 2,179 0.90 27,818 10.32 0.0299
2025-08-14 2025-06-30 13F STIFEL FINL COM 860630102 242,978 -41,066 -14.46 25,216 -5.82 0.0292
2025-05-14 2025-03-31 13F/A-1 STIFEL FINL COM 860630102 284,044 60,931 27.31 26,774 13.12 0.0345
2025-05-13 2025-03-31 13F STIFEL FINL COM 860630102 223,822 709 23,348 0.0254
2025-02-11 2024-12-31 13F STIFEL FINL COM 860630102 223,113 -9,097 -3.92 23,668 8.55 0.0304
2024-11-12 2024-09-30 13F STIFEL FINL COM 860630102 232,210 26,679 12.98 21,805 26.07 0.0283
2024-08-13 2024-06-30 13F STIFEL FINL COM 860630102 205,531 -4,653 -2.21 17,295 5.27 0.0245
2024-05-07 2024-03-31 13F STIFEL FINL COM 860630102 210,184 -10,172 -4.62 16,430 7.82 0.0241
2024-02-14 2023-12-31 13F STIFEL FINL COM 860630102 220,356 -1,494 -0.67 15,237 11.79 0.0245
2023-11-14 2023-09-30 13F STIFEL FINL COM 860630102 221,850 15,467 7.49 13,630 10.69 0.0245
2023-08-11 2023-06-30 13F STIFEL FINL COM 860630102 206,383 -32,643 -13.66 12,315 -12.82 0.0215
2023-05-12 2023-03-31 13F STIFEL FINL COM 860630102 239,026 23,410 10.86 14,124 12.23 0.0262
2023-02-10 2022-12-31 13F STIFEL FINL COM 860630102 215,616 -121,534 -36.05 12,586 -28.09 0.0280
2022-11-14 2022-09-30 13F STIFEL FINL COM 860630102 337,150 80,063 31.14 17,502 21.27 0.0390
2022-08-15 2022-06-30 13F STIFEL FINL COM 860630102 257,087 91,827 55.57 14,432 28.95 0.0312
2022-05-13 2022-03-31 13F STIFEL FINL COM 860630102 165,260 2,135 1.31 11,192 -2.47 0.0225
2022-02-14 2021-12-31 13F STIFEL FINL COM 860630102 163,125 10,694 7.02 11,475 10.66 0.0215
2021-11-12 2021-09-30 13F STIFEL FINL COM 860630102 152,431 2,481 1.65 10,370 6.76 0.0218
2021-08-06 2021-06-30 13F STIFEL FINL COM 860630102 149,950 36,640 32.34 9,713 36.92 0.0215
2021-05-12 2021-03-31 13F STIFEL FINL COM 860630102 113,310 26,238 30.13 7,094 61.48 0.0179
2021-02-08 2020-12-31 13F STIFEL FINL COM 860630102 87,072 -7,109 -7.55 4,393 -8.25 0.0114
2020-12-04 2020-09-30 13F/A-1 STIFEL FINL COM 860630102 94,181 6,649 7.60 4,788 15.29 0.0139
2020-11-06 2020-09-30 13F STIFEL FINL COM 860630102 94,456 6,924 4,802 11,562.1483
2020-08-17 2020-06-30 13F/A-1 STIFEL FINL COM 860630102 87,532 17,425 24.85 4,153 43.50 0.0129
2020-08-11 2020-06-30 13F STIFEL FINL COM 860630102 58,020 -12,087 3,431 9,306.7701
2020-05-14 2020-03-31 13F STIFEL FINL COM 860630102 70,107 17,721 33.83 2,894 -8.85 0.0106
2020-02-06 2019-12-31 13F STIFEL FINL COM 860630102 52,386 -15,641 -22.99 3,175 -18.74 0.0095
2019-11-12 2019-09-30 13F STIFEL FINL COM 860630102 68,027 -29,611 -30.33 3,907 -32.28 0.0100
2019-08-14 2019-06-30 13F STIFEL FINL COM 860630102 97,638 20,102 25.93 5,769 41.02 0.0188
2019-05-15 2019-03-31 13F STIFEL FINL COM 860630102 77,536 5,656 7.87 4,091 11.56 0.0137
2019-02-13 2018-12-31 13F STIFEL FINL COM 860630102 71,880 -18,711 -20.65 3,667 -21.05 0.0131
2018-11-08 2018-09-30 13F STIFEL FINL COM 860630102 90,591 10,640 13.31 4,645 11.18 0.0168
2018-08-03 2018-06-30 13F STIFEL FINL COM 860630102 79,951 2,867 3.72 4,178 -8.50 0.0142
2018-05-11 2018-03-31 13F STIFEL FINL COM 860630102 77,084 -8,733 -10.18 4,566 -10.66 0.0175
2018-02-08 2017-12-31 13F STIFEL FINL COM 860630102 85,817 33 0.04 5,111 11.42 0.0177
2017-11-06 2017-09-30 13F STIFEL FINL COM 860630102 85,784 -859 -0.99 4,587 15.16 0.0163
2017-07-31 2017-06-30 13F STIFEL FINL COM 860630102 86,643 5,755 7.11 3,983 -1.87 0.0159
2017-05-05 2017-03-31 13F STIFEL FINL COM 860630102 80,888 3,993 5.19 4,059 5.68 0.0178
2017-02-02 2016-12-31 13F STIFEL FINL COM 860630102 76,895 4,530 6.26 3,841 38.02 0.0186
2016-11-04 2016-09-30 13F STIFEL FINL COM 860630102 72,365 16,440 29.40 2,783 58.21 0.0141
2016-08-11 2016-06-30 13F STIFEL FINL COM 860630102 55,925 43,835 362.57 1,759 391.34 0.0105
2016-05-10 2016-03-31 13F/A-1 STIFEL FINL COM 860630102 12,090 154 1.29 358 -29.25 0.0022
2016-02-03 2015-12-31 13F STIFEL FINL COM 860630102 11,936 7,156 149.71 506 151.74 0.0031
2015-11-02 2015-09-30 13F/A-1 STIFEL FINL COM 860630102 4,780 3,230 208.39 201 125.84 0.0018
2015-10-30 2015-09-30 13F STIFEL FINL COM 860630102 4,780 201
2015-08-07 2015-06-30 13F/A-1 STIFEL FINL COM 860630102 1,550 1,550 0.00 89 0.0008
2015-08-04 2015-06-30 13F STIFEL FINL COM 860630102 1,550 1,550 89 0.0008
2015-05-01 2015-03-31 13F STIFEL FINL COM 860630102 0 -37 -100.00 0 -100.00
2015-02-10 2014-12-31 13F STIFEL FINL COM 860630102 37 37 2 0.0000
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.