Filing analysis
Stifel Financial Corp
13F-HR · period Q2 2026 · filed Aug 12, 2026
$120.21BReported 13F value
8,946Positions
7Other managers included
+182New
1776Increased
1486Reduced
−111Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| HONA Honeywell Aerospace Inc | $205.83M | 0.2% |
| SPCX Space Exploration… | $35.33M | 0.0% |
| CORO iShares International Country… | $35.24M | 0.0% |
| IALT iShares Systematic… | $29.81M | 0.0% |
| GGOV iShares Global Government… | $25.19M | 0.0% |
| FDXF FedEx Freight Holding… | $16.28M | 0.0% |
| TRI Thomson Reuters Corporation | $12.55M | 0.0% |
| XPEL XPEL, Inc. | $8.32M | 0.0% |
| IDGT | $4.82M | 0.0% |
| FLYW Flywire Corp | $4.54M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| CSCO Cisco Systems, Inc. | ▼ Trim | -5.8% | $1.49B |
| NVDA NVIDIA Corporation | ▼ Trim | -0.3% | $3.31B |
| AAPL Apple Inc. | ▼ Trim | -0.3% | $3.19B |
| PANW Palo Alto Networks, Inc. | ▼ Trim | -2.7% | $719.04M |
| GOOGL Alphabet Inc. | ▼ Trim | -1.8% | $2.05B |
| APD Air Products and Chemicals… | ▼ Trim | -71.4% | $137.93M |
| AVGO Broadcom Inc. | ▲ Add | +0.4% | $1.70B |
| MU Micron Technology, Inc. | ▲ Add | +18.2% | $401.93M |
| IVW iShares S&P 500 Growth ETF | ▲ Add | +12.1% | $1.12B |
| GLW Corning Inc | ▼ Trim | -3.2% | $660.67M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.