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Stifel Financial shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Stifel Financial

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All positions including Stifel Financial held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 16k 91.39

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

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