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James M. Zemlyak

@Stifel Financial Corp

Latest period2024 - Q3ReportedManaged Assets$95.359BTotal holdings3365
Assets growth rate7.31%Assets growth rate (2-Q avg)4.28%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stifel Financial Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3365 positions.

Assets under management

The assets under management (AUM) of Stifel Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 95.359B in assets, with a quarterly growth rate of 7.31% and a 2-quarter average growth rate of 4.28%. The portfolio is managed by James M. Zemlyak, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Plc
Recent Activity
New Position
0.07%
$65.433M
433,344 shares@ $151.0 avg price
XSHQInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.05%
$44.023M
1.017M shares@ $43.3 avg price
XONEBondbloxx Etf Trust
Recent Activity
New Position
0.03%
$19.67M
393,879 shares@ $49.95 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.02%
$17.302M
87,131 shares@ $198.58 avg price
ONEVSpdr Ser Tr
Recent Activity
New Position
0.02%
$13.389M
103,159 shares@ $129.8 avg price
GOVIInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.02%
$12.752M
438,519 shares@ $29.08 avg price
BTALAgf Invts Tr
Recent Activity
New Position
0.01%
$8.232M
419,985 shares@ $19.6 avg price
INVXInnovex International Inc
Recent Activity
New Position
0.01%
$8.096M
551,474 shares@ $14.69 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.01%
$5.074M
451,833 shares@ $11.24 avg price
EMOClearbridge Energy Midstrm O
Recent Activity
New Position
0.01%
$4.542M
107,635 shares@ $42.21 avg price