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Stifel Financial shares owned by Brandywine Oak Private Wealth

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Brandywine Oak Private Wealth from 13F filings

Historical chart of Brandywine Oak Private Wealth investment in Stifel Financial

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All positions including Stifel Financial held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 60k 78.17
2023-12-31 $4.2M 60k 69.15
2023-09-30 $3.0M 49k 61.44
2023-06-30 $2.9M 49k 59.67
2023-03-31 $2.9M 49k 59.09
2022-12-31 $2.9M 49k 58.37

More positions owned by Brandywine Oak Private Wealth

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Brandywine Oak Private Wealth

Top funds holding Stifel Financial

Vanguard Group
BlackRock
FMR
Earnest Partners
Morgan Stanley
Alliancebernstein
Stifel Financial
Dimensional Fund Advisors
LSV Asset Management
Hanna Zanoni
Geode Capital Management
Silvercrest Asset Management Group
Fisher Investments
Principal Financial Group
Millennium Management

View all funds holding Stifel Financial