Stifel Financial
XP icon

Stifel Financial’s XP XP Stock Holding History

Stifel Financial’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.98M Buy
156,335
+39,453
+34% +$762K ﹤0.01% 1675
2025
Q4 		$1.91M Sell
116,882
-44,517
-28% -$784K ﹤0.01% 1967
2025
Q3 		$3.03M Buy
161,399
+72,624
+82% +$1.3M ﹤0.01% 1598
2025
Q2 		$1.79M Buy
88,775
+63,928
+257% +$1.1M ﹤0.01% 1919
2025
Q1 		$342K Sell
24,847
-58,391
-70% -$804K ﹤0.01% 2901
2024
Q4 		$986K Buy
83,238
+41,924
+101% +$660K ﹤0.01% 2250
2024
Q3 		$741K Sell
41,314
-3,679
-8% -$67.1K ﹤0.01% 2424
2024
Q2 		$791K Sell
44,993
-18,097
-29% -$374K ﹤0.01% 2321
2024
Q1 		$1.62M Buy
63,090
+5,074
+9% +$127K ﹤0.01% 1879
2023
Q4 		$1.51M Buy
58,016
+17,481
+43% +$399K ﹤0.01% 1869
2023
Q3 		$934K Buy
40,535
+20,795
+105% +$521K ﹤0.01% 2092
2023
Q2 		$463K Buy
19,740
+3,443
+21% +$58.4K ﹤0.01% 2569
2023
Q1 		$193K Buy
+16,297
New +$232K ﹤0.01% 3061

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AIM
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GA
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return