Stifel Financial Corp. (sf 6.25 Perp B)Preferred / convertible

13F holders, Q1 2024 (March 31)
3holders
$24.79avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Stifel Financial Corp. (sf 6.25 Perp B) in their 13F filings. The largest holders were Connectus Wealth, LLC ($356K), Estabrook Capital Management ($173K) and Tucker Asset Management LLC ($944).

Company
Stifel Financial Corp. (sf 6.25 Perp B)
CUSIP
860630706
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$356K
Exits0$0

Ownership 3 holders

Connectus Wealth, LLC — New 14,375 $356K
Estabrook Capital Management — No change 6,950 $173K
Tucker Asset Management LLC — No change 38 $944

"% of holder's portfolio" is STIFEL FINANCIAL CORP (SF 6.25 PERP B)'s weight in each manager's 13F, not the share of Stifel Financial Corp. (sf 6.25 Perp B) the manager owns.