斯蒂菲爾金融公司
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionLindbrook Capital, Llc
Latest Disclosed Ownership1,234 shares
Latest Disclosed Value $ 116,317
Lindbrook Capital, Llc reports 215.60% increase in ownership of SF / Stifel Financial Corp.

On May 5, 2025 - Lindbrook Capital, Llc filed a 13F-HR form disclosing ownership of 1,234 shares of Stifel Financial Corp. (US:SF) valued at $116,317 USD as of March 31, 2025. The entity filed a previous 13F-HR on February 6, 2025 disclosing 391 shares of Stifel Financial Corp.. This represents a change in shares of 215.60% during the quarter. The current value of the position is $87,268 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)
2025-05-05 2025-03-31 13F STIFEL FINL CORP COM Stock 860630102 1,234 843 215.60 116 182.93 0.0107
2025-02-06 2024-12-31 13F STIFEL FINL CORP COM Stock 860630102 391 2 0.51 41 13.89 0.0037
2024-11-01 2024-09-30 13F STIFEL FINL CORP COM Stock 860630102 389 3 0.78 37 12.50 0.0032
2024-07-31 2024-06-30 13F STIFEL FINL CORP COM Stock 860630102 386 -22 -5.39 32 3.23 0.0031
2024-04-25 2024-03-31 13F STIFEL FINL CORP COM Stock 860630102 408 24 6.25 32 19.23 0.0030
2024-02-01 2023-12-31 13F STIFEL FINL CORP COM Stock 860630102 384 -31 -7.47 27 4.00 0.0027
2023-10-25 2023-09-30 13F STIFEL FINL CORP COM Stock 860630102 415 40 10.67 25 13.64 0.0029
2023-07-31 2023-06-30 13F STIFEL FINL CORP COM Stock 860630102 375 -11 -2.85 22 0.00 0.0024
2023-04-26 2023-03-31 13F STIFEL FINL CORP COM Stock 860630102 386 6 1.58 23 0.00 0.0027
2023-01-25 2022-12-31 13F STIFEL FINL CORP COM Stock 860630102 380 49 14.80 22 29.41 0.0027
2022-11-10 2022-09-30 13F STIFEL FINL CORP COM Stock 860630102 331 -31 -8.56 17 -15.00 0.0029
2022-08-01 2022-06-30 13F STIFEL FINL CORP COM Stock 860630102 362 -50 -12.14 20 -28.57 0.0033
2022-04-21 2022-03-31 13F STIFEL FINL CORP COM Stock 860630102 412 61 17.38 28 12.00 0.0043
2022-01-18 2021-12-31 13F STIFEL FINL CORP COM Stock 860630102 351 0 0.00 25 4.17 0.0038
2021-11-05 2021-09-30 13F STIFEL FINL CORP COM Stock 860630102 351 0 0.00 24 4.35 0.0063
2021-07-27 2021-06-30 13F STIFEL FINL CORP COM Stock 860630102 351 0 0.00 23 4.55 0.0051
2021-04-28 2021-03-31 13F STIFEL FINL CORP COM Stock 860630102 351 10 2.93 22 29.41 0.0050
2021-01-27 2020-12-31 13F STIFEL FINL CORP COM Stock 860630102 341 113 49.56 17 41.67 0.0042
2020-11-03 2020-09-30 13F STIFEL FINL CORP COM Stock 860630102 228 0 0.00 12 9.09 0.0033
2020-07-27 2020-06-30 13F STIFEL FINL CORP COM Stock 860630102 228 15 7.04 11 22.22 0.0033
2020-04-22 2020-03-31 13F STIFEL FINL CORP COM Stock 860630102 213 0 0.00 9 -30.77 0.0034
2020-01-27 2019-12-31 13F STIFEL FINL CORP COM Stock 860630102 213 0 0.00 13 8.33 0.0045
2019-10-30 2019-09-30 13F STIFEL FINL CORP COM Stock 860630102 213 0 0.00 12 0.00 0.0045
2019-07-24 2019-06-30 13F STIFEL FINL CORP COM Stock 860630102 213 0 0.00 12 9.09 0.0046
2019-04-23 2019-03-31 13F STIFEL FINL CORP COM Stock 860630102 213 0 0.00 11 37.50 0.0044
2019-02-07 2018-12-31 13F STIFEL FINL CORP COM Stock 860630102 213 213 8 0.0039
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.