Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionSOUTH STATE Corp
Latest Disclosed Ownership77 shares
Latest Disclosed Value $ 5,693
SOUTH STATE Corp reports 63.83% increase in ownership of SF / Stifel Financial Corp.

On May 5, 2026 - SOUTH STATE Corp filed a 13F-HR form disclosing ownership of 77 shares of Stifel Financial Corp. (US:SF) valued at $5,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 47 shares of Stifel Financial Corp.. This represents a change in shares of 63.83% during the quarter. The current value of the position is $5,499 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)
2026-05-05 2026-03-31 13F STIFEL FINANCIAL COM 860630102 77 30 63.83 6 0.00 0.0003
2026-02-11 2025-12-31 13F STIFEL FINANCIAL COM 860630102 47 37 370.00 6 400.00 0.0003
2025-11-05 2025-09-30 13F STIFEL FINL COM 860630102 10 -5 -33.33 1 0.00 0.0001
2025-08-06 2025-06-30 13F STIFEL FINL COM 860630102 15 -22 -59.46 2 -66.67 0.0001
2025-05-12 2025-03-31 13F STIFEL FINL COM 860630102 37 37 3 0.0002
2024-11-08 2024-09-30 13F STIFEL FINANCIAL COM 860630102 0 -2,000 -100.00 0 -100.00
2024-08-02 2024-06-30 13F STIFEL FINANCIAL COM 860630102 2,000 -1,500 -42.86 168 -38.46 0.0123
2024-05-06 2024-03-31 13F Stifel Financial Com 860630102 3,500 0 0.00 274 12.81 0.0213
2024-02-06 2023-12-31 13F Stifel Financial Com 860630102 3,500 -1,000 -22.22 242 -12.32 0.0206
2023-11-07 2023-09-30 13F Stifel Financial Com 860630102 4,500 0 0.00 276 2.99 0.0262
2023-08-08 2023-06-30 13F Stifel Financial Com 860630102 4,500 0 0.00 269 1.13 0.0240
2023-05-08 2023-03-31 13F Stifel Financial Com 860630102 4,500 -5,000 -52.63 266 -52.17 0.0245
2023-02-10 2022-12-31 13F Stifel Financial Com 860630102 9,500 0 0.00 555 12.37 0.0513
2022-11-07 2022-09-30 13F Stifel Financial Common Stock 860630102 9,500 -934 -8.95 493 -15.73 0.0491
2022-08-05 2022-06-30 13F Stifel Financial Common Stock 860630102 10,434 0 0.00 585 -17.37 0.0549
2022-08-04 2022-03-31 13F/A-1 Stifel Financial Common Stock 860630102 10,434 0 0.00 708 -3.67 0.0563
2022-05-06 2022-03-31 13F Stifel Financial Common Stock 860630102 10,434 0 708 0.0341
2022-02-11 2021-12-31 13F Stifel Financial Common Stock 860630102 10,434 0 0.00 735 3.67 0.0572
2021-11-10 2021-09-30 13F Stifel Financial Common Stock 860630102 10,434 0 0.00 709 4.73 0.0596
2021-08-10 2021-06-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 10,434 0 0.00 677 1.35 0.0584
2021-05-12 2021-03-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 10,434 0 0.00 668 26.76 0.0624
2021-02-10 2020-12-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 10,434 608 6.19 527 6.04 0.0519
2020-11-10 2020-09-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 9,826 0 0.00 497 6.65 0.0519
2020-08-11 2020-06-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 9,826 0 0.00 466 14.78 0.0571
2020-05-04 2020-03-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 9,826 222 2.31 406 -30.24 0.0603
2020-02-05 2019-12-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 9,604 0 0.00 582 5.63 0.0670
2019-11-08 2019-09-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 9,604 -875 -8.35 551 -10.99 0.0689
2019-08-13 2019-06-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 10,479 0 0.00 619 11.93 0.0713
2019-05-15 2019-03-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 10,479 971 10.21 553 40.36 0.0569
2019-02-11 2018-12-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 9,508 0 0.00 394 -19.10 0.0455
2018-11-08 2018-09-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 9,508 0 0.00 487 -2.01 0.0501
2018-08-03 2018-06-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 9,508 0 0.00 497 -11.72 0.0559
2018-05-11 2018-03-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 9,508 918 10.69 563 9.96 0.0648
2018-02-12 2017-12-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 8,590 -6,748 -44.00 512 -37.56 0.0553
2017-11-09 2017-09-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 15,338 0 0.00 820 16.31 0.0919
2017-08-10 2017-06-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 15,338 0 0.00 705 -8.44 0.0908
2017-05-09 2017-03-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 15,338 915 6.34 770 6.94 0.1005
2017-02-08 2016-12-31 13F STIFEL FINANCIAL COMMON STOCK 860630102 14,423 -6,171 -29.97 720 -9.09 0.1034
2016-11-09 2016-09-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 20,594 -12,500 -37.77 792 -23.92 0.1207
2016-08-12 2016-06-30 13F STIFEL FINANCIAL COMMON STOCK 860630102 33,094 33,094 1,041 0.1560
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.