Stifel Financial Corp· SF

🇺🇸 US · LargeSP400NYSE

Financial Services Investment - Banking & Investment Services Website

Price: $75.79
Day: +0.37%
Mkt Cap: $11.49B
52W Range: $67.81 – $89.83
Volume: 2.79M
Beta: 0.98

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 605 institutions hold; 251 added, 260 reduced
Insiders Q3 2026: no purchases, 2 sales ($372.2K)

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Stifel Financial Corp

SF|Financial Services|Investment - Banking & Investment Services

Current price: $76

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

1.6x

vs own 6-quarter average

Seller breadth · Q3 2026

1 seller

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

-50

311 adding vs 361 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

14.8M

+2.0%

FMR LLC

8.5M

+4.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.2M

+0.6%

VANGUARD CAPITAL MANAGEMENT LLC

6.7M

+0.2%

AQR CAPITAL MANAGEMENT LLC

6.0M

-29.1%

STATE STREET CORP

4.9M

+4.8%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

118

154

118 buying154 unchanged74 selling

341 funds held SF in Q2 2026, holding 59.6M shares between them, up 6.6% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.2M sh

GLENMEDE FUND INC213.3K sh

NATIONWIDE MUTUAL FUNDS46.0K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 12

SLINEY DAVID D

$2.9M

Sale · Nov 22

WEISEL THOMAS W

$1.5M

Sale · May 13

PEACOCK DAVID A

$1.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SF Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-14

Institutional Flow

50% weight

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for SF

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

2 sales totaling $372.2K (4.7K shares)

Share volume is elevated at 1.6x the historical average

All sales came from a single insider

Buying seen in 2 of 15 quarters

1.6x

Selling pace

vs own 6-qtr average

Elevated

0.14%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 0.5 avg per quarter

Q3 2025

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, SF

Top 7 highest-value insider trades from the last 8 quarters

SLINEY DAVID D

COO

Sell

25,000 shares at $116.18

≈13.5% of their stake at the time

Nov 12, 2024$2.90M

WEISEL THOMAS W

Director

Sell

13,000 shares at $115.01

≈49.7% of their stake at the time

Nov 22, 2024$1.50M

PEACOCK DAVID A

Director

Sell

12,922 shares at $99.83

≈61.1% of their stake at the time

May 13, 2025$1.29M

Nesi Victor

Co-President

Sell

10,500 shares at $113.82

≈19.2% of their stake at the time

Nov 18, 2024$1.20M

ZIMMERMAN MICHAEL J

Director

Sell

5,000 shares at $97.00

≈9.8% of their stake at the time

Jun 6, 2025$485.00K

Brown Maryam S.

Director

Sell

2,500 shares at $79.25

≈24.0% of their stake at the time

Jul 23, 2026$198.13K

Brown Maryam S.

Director

Sell

2,200 shares at $79.14

≈27.7% of their stake at the time

Jul 23, 2026$174.11K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for SF

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Balanced activity: 311 adding vs 361 reducing

Momentum weakening from prior quarter

-50

Net breadth

311 adding vs 361 reducing

Balanced

0.86

Add / reduce ratio

in Q2 2026

-41

New − closed

60 initiated, 101 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+311 growing-361 shrinkingNet: -50

251

260

101

New (60)

Increased (251)

Reduced (260)

Closed (101)

Top Institutional Holders, SF

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

14.8M

$1.0B

Ownership

14.38%

+2.0%

FMR LLC

8.5M

$595.5M

Ownership

8.30%

+4.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.2M

$499.8M

Ownership

6.97%

+0.6%

VANGUARD CAPITAL MANAGEMENT LLC

6.7M

$464.6M

Ownership

6.48%

+0.2%

AQR CAPITAL MANAGEMENT LLC

6.0M

$418.7M

Ownership

5.84%

-29.1%

STATE STREET CORP

4.9M

$340.2M

Ownership

4.74%

+4.8%

BOSTON PARTNERS

4.4M

$307.3M

Ownership

4.28%

+3.9%

STIFEL FINANCIAL CORP

3.9M

$271.2M

Ownership

3.78%

+3.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 346 ETFs and mutual funds reporting

118 buying74 sellingNet: +44

118

154

Buying (118)

Unchanged (154)

Selling (74)

In total, funds bought 6.2M shares and sold 2.3M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

346 ETFs and mutual funds reporting

118 funds buying vs 74 selling

Top Fund Holders, SF

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.2M

Weight

5.75%

Jul 31, 2026No change

GLENMEDE FUND INC

213.3K

Weight

12.98%

Jul 31, 2026Decreased

NATIONWIDE MUTUAL FUNDS

46.0K

Weight

0.01%

Jul 31, 2026Decreased

New Age Alpha Variable Funds Trust

30.8K

Weight

15.76%

Jun 30, 2026Decreased

VARIABLE INSURANCE PRODUCTS FUND IV

29.9K

Weight

0.59%

Jun 30, 2026No change

AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS)

22.2K

Weight

0.04%

Jun 30, 2026Increased

BNY Mellon Strategic Funds, Inc.

12.6K

Weight

1.47%

Jun 30, 2026No change

ADVANCED SERIES TRUST

12.4K

Weight

0.00%

Jun 30, 2026Decreased

Stifel Financial Corp· SF

Holdings Analysis

Insider Trading Activity

1.3Transaction History74Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings154Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History74Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings154Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights