Orca Wealth Management’s Stifel Financial Corp 4.50% Series D Preferred Stock SF.PRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$785K Buy
+49,682
New +$788K 0.47% 41

Other funds holding SF.PRD

Orca Wealth Management's SF.PRD Position: Q3 2026 in Review

Orca Wealth Management opened a new position in Stifel Financial Corp 4.50% Series D Preferred Stock (SF.PRD) in Q3 2026: 49,682 shares worth $785K. The stake represents 0.47% of the portfolio and ranks #41 among its holdings.

2 funds tracked by Wall St. Rank hold SF.PRD as of Q3 2026.

  • Orca Wealth Management held 49,682 shares of Stifel Financial Corp 4.50% Series D Preferred Stock worth $785K as of Q3 2026.
  • Stifel Financial Corp 4.50% Series D Preferred Stock was a new Orca Wealth Management position in Q3 2026.
  • Stifel Financial Corp 4.50% Series D Preferred Stock made up 0.47% of Orca Wealth Management's portfolio in Q3 2026, its #41 holding.
  • 2 funds tracked by Wall St. Rank held Stifel Financial Corp 4.50% Series D Preferred Stock as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.