Stifel Financial Corp. (sf 6.125 Perp C)Preferred / convertible

13F holders, Q1 2026 (March 31)
3holders
1new positions
1sold out
$23.99avg. 13F price*

At the end of Q1 2026, 3 institutions reported holding Stifel Financial Corp. (sf 6.125 Perp C) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Thompson Investment Management, Inc. ($24K), PNC Financial Services Group, Inc. ($4K) and First Command Advisory Services, Inc. ($2K).

Company
Stifel Financial Corp. (sf 6.125 Perp C)
CUSIP
860630870
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$2K
Exits1$325

All 13F filers, Q4 2025 → Q1 2026: 104 shares bought and 14 shares sold, net +90 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Thompson Investment Management, Inc. — No change 1,000 $24K
PNC Financial Services Group, Inc. — No change 150 $4K
First Command Advisory Services, Inc. — New 104 $2K

"% of holder's portfolio" is STIFEL FINANCIAL CORP (SF 6.125 PERP C)'s weight in each manager's 13F, not the share of Stifel Financial Corp. (sf 6.125 Perp C) the manager owns.