Arkolith/Funds/Stifel Financial Corp

Stifel Financial Corp

CIK 720672Bank / broker
Holdings as of Mar 31, 2026·disclosed May 12, 2026·~42-day 13F lag·13F-HR
Inactive

Stifel Financial Corp holds a diversified book of 3624 stocks worth $108.8B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 3% of the equity book.

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Use Arkolith to show STIFEL FINANCIAL CORP's latest
holdings, largest changes, and filing provenance.
Opened
215
new positions
Added to
1,811
existing
Trimmed
1,524
reduced
Sold out
139
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
16%
Top 20 holdings
24%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

69% mapped to company sectors

ETF / fund or unclassified
31%
Information Technology
21%
Industrials
9%
Financials
9%
Health Care
7%
Consumer Discretionary
7%
Materials
4%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3,624 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$2.9B16.57M
2.7%
−2.9%
Reduced · −500K sh
2Apple Inc
COM
$2.8B11.05M
2.6%
−2.2%
Reduced · −249K sh
3Microsoft Corp
COM
$2.5B6.66M
2.3%
−5.0%
Reduced · −354K sh
4Amazon Com Inc
COM
$1.7B8.26M
1.6%
−1.0%
Reduced · −85K sh
5Alphabet Inc
CAP STK CL A
$1.7B5.85M
1.5%
−1.6%
Reduced · −95K sh
6Broadcom Inc
COM
$1.4B4.49M
1.3%
−2.8%
Reduced · −130K sh
7JPMorgan Chase & Co
COM
$1.1B3.85M
1.0%
−1.3%
Reduced · −51K sh
8Johnson & Johnson
COM
$1.1B4.49M
1.0%
−8.4%
Reduced · −415K sh
9State STR SPDR S&P 500 ETF T
TR UNIT
$1.1B1.63M
1.0%
−3.0%
Reduced · −50K sh
10Cisco Sys Inc
COM
$1.0B13.48M
1.0%
+0.2%
Added · +30K sh
11Ishares TR
CORE MSCI EAFE
$1.0B11.48M
1.0%
+3.3%
Added · +366K sh
12Merck & Co Inc
COM
$997.4M8.29M
0.9%
−3.0%
Reduced · −255K sh
13Visa Inc
COM CL A
$991.1M3.28M
0.9%
−2.9%
Reduced · −96K sh
14Pepsico Inc
COM
$984.8M6.34M
0.9%
−0.5%
Reduced · −32K sh
15Alphabet Inc
CAP STK CL C
$970.9M3.38M
0.9%
+0.3%
Added · +9K sh
16Vanguard Index FDS
S&P 500 ETF SHS
$945.5M1.58M
0.9%
+1.3%
Added · +21K sh
17Ishares TR
S&P 500 GRWT ETF
$824.7M7.29M
0.8%
+5.3%
Added · +369K sh
18Home Depot Inc
COM
$822.2M2.50M
0.8%
+0.3%
Added · +8K sh
19Abbvie Inc
COM
$811.7M3.73M
0.7%
+51%
Added · +1.3M sh
20Meta Platforms Inc
CL A
$795.2M1.39M
0.7%
−1.9%
Reduced · −27K sh
21Ishares TR
CORE US AGGBD ET
$726.6M7.32M
0.7%
−2.5%
Reduced · −187K sh
22Lockheed Martin Corp
COM
$723.6M1.20M
0.7%
−3.3%
Reduced · −41K sh
23Eli Lilly & Co
COM
$716.7M779.2K
0.7%
−1.8%
Reduced · −14K sh
24Costco Wholesale Corporation
COM
$700.6M702.9K
0.6%
−2.9%
Reduced · −21K sh
25Ishares TR
S&P 500 VAL ETF
$688.6M3.26M
0.6%
+0.3%
Added · +10K sh
26Procter & Gamble Co
COM
$661.4M4.58M
0.6%
+1.3%
Added · +57K sh
27International Business Machs
COM
$649.0M2.68M
0.6%
−1.8%
Reduced · −50K sh
28Chevron Corporation
COM
$638.1M3.08M
0.6%
−2.5%
Reduced · −79K sh
29Coca Cola Co
COM
$634.6M8.34M
0.6%
−2.3%
Reduced · −199K sh
30Exxon Mobil Corp
COM
$632.7M3.73M
0.6%
−6.6%
Reduced · −263K sh
31Invesco QQQ TR
UNIT SER 1
$626.5M1.09M
0.6%
+9.0%
Added · +89K sh
32Texas Instrs Inc
COM
$571.0M2.94M
0.5%
+0.2%
Added · +6K sh
33Amgen Inc
COM
$547.2M1.56M
0.5%
−2.5%
Reduced · −39K sh
34Ishares TR
RUS 1000 GRW ETF
$535.2M1.26M
0.5%
−2.3%
Reduced · −29K sh
35Union Pac Corp
COM
$525.1M2.16M
0.5%
−1.9%
Reduced · −42K sh
36Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$517.8M8.08M
0.5%
−10%
Reduced · −911K sh
37Eaton Corp PLC
SHS
$516.4M1.44M
0.5%
+1.7%
Added · +24K sh
38Medtronic PLC
SHS
$499.0M5.76M
0.5%
−1.9%
Reduced · −109K sh
39Waste Mgmt Inc Del
COM
$491.3M2.14M
0.5%
−2.6%
Reduced · −57K sh
40Netflix Inc.
COM
$487.1M5.07M
0.4%
+4.2%
Added · +203K sh
41TJX Cos Inc New
COM
$479.7M3.00M
0.4%
−2.5%
Reduced · −79K sh
42Air Products And Chemicals I
COM
$477.7M1.64M
0.4%
+4.4%
Added · +69K sh
43Ishares TR
CORE S&P500 ETF
$469.8M719.1K
0.4%
+5.1%
Added · +35K sh
44Amphenol Corp
CL A
$468.5M3.71M
0.4%
+1.5%
Added · +56K sh
45Cummins Inc
COM
$452.5M841.0K
0.4%
−8.9%
Reduced · −82K sh
46SPDR Series Trust
STATE STREET SPD
$439.7M4.80M
0.4%
+2.9%
Added · +134K sh
47Accenture PLC Ireland
SHS CLASS A
$436.7M2.20M
0.4%
−1.7%
Reduced · −39K sh
48Colgate Palmolive Co
COM
$423.3M4.97M
0.4%
−0.8%
Reduced · −42K sh
49Berkshire Hathaway Inc Del
CL B NEW
$423.0M882.8K
0.4%
−4.5%
Reduced · −42K sh
50Walmart Inc
COM
$421.3M3.39M
0.4%
−65%
Reduced · −6.3M sh
Showing 50 of 3,624 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 12, 20268,981$108.8B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20269,512$111.2B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20259,480$109.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20259,316$102.8B13F-HR
Q1 2025Mar 31, 2025May 14, 20259,286$94.1B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20259,210$96.0B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20249,139$95.4B13F-HR
Q2 2024Jun 30, 2024Aug 13, 20249,165$88.9B13F-HR
Q1 2024Mar 31, 2024May 14, 20249,189$87.8B13F-HR
Q4 2023Dec 31, 2023Feb 12, 20248,601$79.5B13F-HR
Q3 2023Sep 30, 2023Nov 13, 20238,425$71.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20238,533$73.1B13F-HR
Q1 2023Mar 31, 2023May 12, 20238,614$69.8B13F-HR
Q4 2022Dec 31, 2022Feb 13, 20238,373$66.6B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20228,225$61.1B13F-HR
Q2 2022Jun 30, 2022Aug 15, 20228,229$63.9B13F-HR
Q1 2022Mar 31, 2022May 13, 20228,263$73.3B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20228,217$75.6B13F-HR
Q3 2021Sep 30, 2021Nov 15, 20217,721$68.2B13F-HR
Q2 2021Jun 30, 2021Aug 13, 20217,855$66.8B13F-HR
Q1 2021Mar 31, 2021May 14, 20217,634$60.7B13F-HR
Q4 2020Dec 31, 2020Feb 12, 20217,309$56.0B13F-HR
Q3 2020Sep 30, 2020Nov 16, 20207,049$48.6B13F-HR
Q2 2020Jun 30, 2020Aug 14, 20207,039$43.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.