Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership5,356 shares
Latest Disclosed Value $ 395,916
Larson Financial Group LLC reports 50.58% increase in ownership of SF / Stifel Financial Corp.

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 5,356 shares of Stifel Financial Corp. (US:SF) valued at $395,916 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,557 shares of Stifel Financial Corp.. This represents a change in shares of 50.58% during the quarter. The current value of the position is $382,526 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 5,356 1,799 50.58 396 -11.24 0.0119
2026-02-06 2025-12-31 13F STIFEL FINL COM 860630102 3,557 -932 -20.76 445 -12.57 0.0148
2025-11-14 2025-09-30 13F STIFEL FINL COM 860630102 4,489 13 0.29 509 9.70 0.0178
2025-08-08 2025-06-30 13F STIFEL FINL COM 860630102 4,476 47 1.06 465 11.27 0.0186
2025-05-02 2025-03-31 13F STIFEL FINL COM 860630102 4,429 16 0.36 417 -10.90 0.0198
2025-02-07 2024-12-31 13F STIFEL FINL COM 860630102 4,413 -1,010 -18.62 468 -8.06 0.0242
2024-11-12 2024-09-30 13F STIFEL FINL COM 860630102 5,423 5,300 4,308.94 509 4,990.00 0.0289
2024-08-02 2024-06-30 13F STIFEL FINL COM 860630102 123 1 0.82 10 11.11 0.0007
2024-05-03 2024-03-31 13F STIFEL FINL COM 860630102 122 0 0.00 10 12.50 0.0007
2024-02-01 2023-12-31 13F STIFEL FINL COM 860630102 122 -1,073 -89.79 8 -89.04 0.0007
2023-11-03 2023-09-30 13F STIFEL FINL COM 860630102 1,195 0 0.00 73 2.82 0.0072
2023-08-03 2023-06-30 13F STIFEL FINL COM 860630102 1,195 118 10.96 71 12.70 0.0071
2023-05-04 2023-03-31 13F STIFEL FINL COM 860630102 1,077 7 0.65 64 1.61 0.0069
2023-02-03 2022-12-31 13F STIFEL FINL COM 860630102 1,070 5 0.47 62 12.73 0.0075
2022-11-03 2022-09-30 13F STIFEL FINL COM 860630102 1,065 16 1.53 55 -6.78 0.0078
2022-08-04 2022-06-30 13F STIFEL FINL COM 860630102 1,049 5 0.48 59 -16.90 0.0102
2022-05-05 2022-03-31 13F STIFEL FINL COM 860630102 1,044 5 0.48 71 -2.74 0.0113
2022-02-03 2021-12-31 13F STIFEL FINL COM 860630102 1,039 2 0.19 73 4.29 0.0116
2021-11-04 2021-09-30 13F STIFEL FINL COM 860630102 1,037 3 0.29 70 4.48 0.0139
2021-08-10 2021-06-30 13F STIFEL FINL COM 860630102 1,034 2 0.19 67 1.52 0.0156
2021-05-06 2021-03-31 13F/A-1 STIFEL FINL COM 860630102 1,032 2 0.19 66 26.92 0.0194
2021-04-08 2021-03-31 13F STIFEL FINL COM 860630102 1,030 0 52 0.0177
2021-01-14 2020-12-31 13F STIFEL FINL COM 860630102 1,030 345 50.36 52 48.57 0.0177
2020-10-08 2020-09-30 13F STIFEL FINL COM 860630102 685 2 0.29 35 9.38 0.0144
2020-07-10 2020-06-30 13F STIFEL FINL COM 860630102 683 2 0.29 32 14.29 0.0152
2020-04-09 2020-03-31 13F STIFEL FINL COM 860630102 681 3 0.44 28 -31.71 0.0175
2020-01-10 2019-12-31 13F STIFEL FINL COM 860630102 678 2 0.30 41 5.13 0.0236
2019-10-11 2019-09-30 13F STIFEL FINL COM 860630102 676 2 0.30 39 -2.50 0.0255
2019-07-16 2019-06-30 13F STIFEL FINL COM 860630102 674 1 0.15 40 14.29 0.0297
2019-04-05 2019-03-31 13F/A-1 STIFEL FINL COM 860630102 673 2 0.30 35 25.00 0.0277
2019-04-04 2019-03-31 13F STIFEL FINL COM 860630102 671 0 28 0.0259
2019-02-07 2018-12-31 13F STIFEL FINL COM 860630102 671 671 28 0.0259
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.