Stifel Financial
LZ icon

Stifel Financial’s LegalZoom.com LZ Stock Holding History

Stifel Financial’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-78,711
Closed -$1.05M – 3422
2024
Q1 		$1.05M Sell
78,711
-23,845
-23% -$275K ﹤0.01% 2152
2023
Q4 		$1.16M Sell
102,556
-2,642
-3% -$28.8K ﹤0.01% 2047
2023
Q3 		$1.15M Sell
105,198
-4,906
-4% -$60.2K ﹤0.01% 1958
2023
Q2 		$1.33M Buy
110,104
+3,928
+4% +$41.6K ﹤0.01% 1898
2023
Q1 		$996K Buy
106,176
+2,342
+2% +$19.8K ﹤0.01% 2064
2022
Q4 		$804K Sell
103,834
-6,076
-6% -$52.7K ﹤0.01% 2165
2022
Q3 		$942K Buy
109,910
+18,810
+21% +$195K ﹤0.01% 2005
2022
Q2 		$1M Sell
91,100
-5,388
-6% -$71.2K ﹤0.01% 1995
2022
Q1 		$1.36M Buy
96,488
+37,816
+64% +$569K ﹤0.01% 1897
2021
Q4 		$943K Buy
+58,672
New +$1.24M ﹤0.01% 2174

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TCMI
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return