SF — STIFEL FINL CORP

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 767 — 0% 0.00% $87K $75.02
2025 Q1 ADDED 767 +60 +8.5% 0.00% $72K $61.76
2024 Q4 ADDED 707 +90 +14.6% 0.00% $75K $69.21
2024 Q3 REDUCED 617 -225 -26.7% 0.00% $58K $61.04
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% of Fund (quarterly)    SF price (monthly, adj. close)

Other funds also holding SF

As of 2025 Q4 — sorted by position size

PMC FIG Opportunities LLC 6.18% Access Investment Management LLC 4.34% ALGEBRIS (UK) LTD 3Y 7Y 3.12% TANAKA CAPITAL MANAGEMENT INC 3Y 7Y 2.91% 1492 Capital Management LLC 3Y 7Y 2.57% Channing Capital Management, LLC 3Y 7Y 2.35% EARNEST PARTNERS LLC 3Y 7Y 1.36% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 1.22% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 1.02% GW&K Investment Management, LLC 3Y 7Y 0.97%
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