Stifel Financial

Stifel Financial’s DoubleVerify DV Stock Holding History

Stifel Financial’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Sell	25,223 -8,460	-25%	-$86.5K	﹤0.01%	3320
2025 Q4	$385K	Sell	33,683 -8,988	-21%	-$99.1K	﹤0.01%	3001
2025 Q3	$511K	Buy	42,671 +8,939	+27%	+$133K	﹤0.01%	2801
2025 Q2	$505K	Sell	33,732 -10,542	-24%	-$144K	﹤0.01%	2769
2025 Q1	$592K	Buy	44,274 +9,697	+28%	+$180K	﹤0.01%	2578
2024 Q4	$664K	Sell	34,577 -317	-0.9%	-$5.97K	﹤0.01%	2511
2024 Q3	$588K	Sell	34,894 -2,153	-6%	-$41K	﹤0.01%	2570
2024 Q2	$721K	Buy	37,047 +7,170	+24%	+$173K	﹤0.01%	2385
2024 Q1	$1.05M	Sell	29,877 -10,954	-27%	-$408K	﹤0.01%	2151
2023 Q4	$1.5M	Buy	40,831 +11,165	+38%	+$348K	﹤0.01%	1871
2023 Q3	$829K	Buy	29,666 +6,063	+26%	+$207K	﹤0.01%	2171
2023 Q2	$919K	Sell	23,603 -3,063	-11%	-$98.8K	﹤0.01%	2139
2023 Q1	$804K	Sell	26,666 -100	-0.4%	-$2.62K	﹤0.01%	2207
2022 Q4	$588K	Buy	26,766 +13,077	+96%	+$341K	﹤0.01%	2381
2022 Q3	$374K	Buy	13,689 +724	+6%	+$18.7K	﹤0.01%	2607
2022 Q2	$294K	Buy	+12,965	New	+$292K	﹤0.01%	2767

Other funds holding DV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return