SF STIFEL FINL CORP

Ownership history in INCEPTIONR LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in STIFEL FINL CORP (SF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.47% (2025 Q4)
Avg. % of fund
0.27%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,420 +7,806 +139.0% 0.47% $1.7M $83.10
2025 Q1 REDUCED 5,614 -3,236 -36.6% 0.16% $529K $61.76
2024 Q3 ADDED 8,850 +3,357 +61.1% 0.20% $831K $61.04
2024 Q2 REDUCED 5,493 -1,705 -23.7% 0.13% $462K $54.44
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SF price (monthly, adj. close)
← Back to INCEPTIONR LLC Holdings