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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
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$4.296M
86,929 shares@ $49.43 avg price
TLNTalen Energy Corp
Recent Activity
New Position
0.01%
$3.846M
21,578 shares@ $178.24 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$3.253M
62,407 shares@ $52.14 avg price
PRNInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$2.694M
17,598 shares@ $153.1 avg price
OTEXOpen Text Corp
Recent Activity
New Position
0.01%
$2.232M
67,058 shares@ $33.28 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$2.107M
65,318 shares@ $32.26 avg price
LOMALoma Negra C I A S A Mtn 14
Recent Activity
New Position
0.01%
$2.053M
254,676 shares@ $8.07 avg price
OSOnestream Inc
Recent Activity
New Position
0.01%
$2.03M
59,870 shares@ $33.91 avg price
7580⤦Redwood Trust Inc
Recent Activity
New Position
0.01%
$2.018M
2.03M shares@ $1.0 avg price
PYLDPimco Etf Tr
Recent Activity
New Position
0.01%
$1.951M
73,211 shares@ $26.66 avg price