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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
LESLLeslies Inc
Recent Activity
Exited
0%
$2.562M
611,461 shares@ $4.19 avg price
XAFTXApollo Sr Floating Rate Fd I
Recent Activity
Exited
0%
$2.352M
161,778 shares@ $14.54 avg price
ATRIAtrion Corp
Recent Activity
Exited
0%
$1.874M
4,142 shares@ $452.43 avg price
CMCCommercial Metals Co
Recent Activity
Exited
0%
$1.855M
33,729 shares@ $55.0 avg price
LNWLight & Wonder Inc
Recent Activity
Exited
0%
$1.713M
16,337 shares@ $104.89 avg price
CQQQInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$1.679M
50,054 shares@ $33.55 avg price
CVBFCvb Finl Corp
Recent Activity
Exited
0%
$1.585M
91,932 shares@ $17.25 avg price
BSMOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$1.507M
60,736 shares@ $24.82 avg price
ABRArbor Realty Trust Inc
Recent Activity
Exited
0%
$1.495M
104,216 shares@ $14.35 avg price
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$1.241M
95,590 shares@ $12.99 avg price