Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionDynamic Technology Lab Private Ltd
Latest Disclosed Ownership5,562 shares
Latest Disclosed Value $ 411,143
Dynamic Technology Lab Private Ltd ownership in SF / Stifel Financial Corp.

On May 15, 2026 - Dynamic Technology Lab Private Ltd filed a 13F-HR form disclosing ownership of 5,562 shares of Stifel Financial Corp. (US:SF) valued at $411,143 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 12, 2025 disclosing 0 shares of Stifel Financial Corp.. The current value of the position is $385,836 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)
2026-05-15 2026-03-31 13F STIFEL FINL COM 860630102 5,562 5,562 411 0.0668
2025-08-12 2025-06-30 13F STIFEL FINL COM 860630102 0 -21,070 -100.00 0 -100.00
2025-05-16 2025-03-31 13F STIFEL FINL COM 860630102 21,070 21,070 1,986 0.2874
2024-08-15 2024-06-30 13F STIFEL FINL COM 860630102 0 -23,673 -100.00 0 -100.00
2024-05-14 2024-03-31 13F STIFEL FINL COM 860630102 23,673 23,673 2 0.1978
2024-02-09 2023-12-31 13F STIFEL FINL COM 860630102 0 -35,426 -100.00 0 -100.00
2023-11-14 2023-09-30 13F STIFEL FINL COM 860630102 35,426 -17,080 -32.53 2 -33.33 0.2177
2023-08-14 2023-06-30 13F STIFEL FINL COM 860630102 52,506 37,420 248.04 3 0.3951
2023-05-12 2023-03-31 13F STIFEL FINL COM 860630102 15,086 15,086 1 0.0822
2023-02-14 2022-12-31 13F STIFEL FINL COM 860630102 0 -19,651 -100.00 0 -100.00
2022-11-14 2022-09-30 13F STIFEL FINL COM 860630102 19,651 13,481 218.49 1,020 194.80 0.1006
2022-08-12 2022-06-30 13F STIFEL FINL COM 860630102 6,170 -26,810 -81.29 346 -84.55 0.0391
2022-05-16 2022-03-31 13F STIFEL FINL COM 860630102 32,980 32,980 2,239 0.2641
2021-11-15 2021-09-30 13F STIFEL FINL COM 860630102 0 -30,390 -100.00 0 -100.00
2021-08-13 2021-06-30 13F STIFEL FINL COM 860630102 30,390 18,567 157.04 1,971 160.37 0.1982
2021-05-14 2021-03-31 13F STIFEL FINL COM 860630102 11,823 -9,418 -44.34 757 -29.38 0.0855
2021-02-11 2020-12-31 13F STIFEL FINL COM 860630102 21,241 21,241 1,072 0.1733
2020-11-13 2020-09-30 13F STIFEL FINL COM 860630102 0 -11,681 -100.00 0 -100.00
2020-08-14 2020-06-30 13F STIFEL FINL COM 860630102 11,681 11,681 554 0.0834
2020-05-13 2020-03-31 13F STIFEL FINL COM 860630102 0 -6,627 -100.00 0 -100.00
2020-02-14 2019-12-31 13F STIFEL FINL COM 860630102 6,627 6,627 402 0.0644
2019-08-14 2019-06-30 13F STIFEL FINL COM 860630102 0 -19,250 -100.00 0 -100.00
2019-05-13 2019-03-31 13F STIFEL FINL COM 860630102 19,250 19,250 1,016 0.1665
2019-02-13 2018-12-31 13F STIFEL FINL COM 860630102 0 -6,679 -100.00 0 -100.00
2018-11-14 2018-09-30 13F STIFEL FINL COM 860630102 6,679 -959 -12.56 342 -14.29 0.0475
2018-08-14 2018-06-30 13F STIFEL FINL COM 860630102 7,638 7,638 399 0.0601
2018-06-14 2018-03-31 13F/A-1 STIFEL FINL COM 860630102 0 -14,944 -100.00 0 -100.00
2018-02-09 2017-12-31 13F STIFEL FINL COM 860630102 14,944 14,944 890 0.1579
2016-08-10 2016-06-30 13F STIFEL FINL COM 860630102 0 -29,135 -100.00 0 -100.00
2016-05-18 2016-03-31 13F STIFEL FINL COM 860630102 29,135 19,392 199.04 863 58.93 0.2327
2016-03-01 2015-12-31 13F/A-1 STIFEL FINL COM 860630102 9,743 536 5.82 543 39.95 0.3044
2016-03-01 2015-09-30 13F/A-1 STIFEL FINL COM 860630102 9,207 0 0.00 388 0.00 0.3326
2016-03-01 2015-06-30 13F/A-1 STIFEL FINL COM 860630102 9,207 -536 -5.50 388 -28.55 0.3148
2016-03-01 2015-03-31 13F/A-1 STIFEL FINL COM 860630102 9,743 5,797 146.91 543 170.15 0.5078
2016-02-24 2014-12-31 13F/A-1 STIFEL FINL COM 860630102 3,946 3,946 201 0.2372
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.