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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
BLBDBlue Bird Corp
Recent Activity
New Position
0.01%
$1.599M
33,347 shares@ $47.96 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.01%
$1.577M
66,698 shares@ $23.66 avg price
CGNGCapital Group New Geography
Recent Activity
New Position
0.01%
$1.462M
55,213 shares@ $26.49 avg price
MINOPimco Etf Tr
Recent Activity
New Position
0.01%
$1.455M
31,511 shares@ $46.16 avg price
FAXAbrdn Asia Pacific Income Fu
Recent Activity
New Position
0.01%
$1.424M
81,832 shares@ $17.4 avg price
EQXEquinox Gold Corp
Recent Activity
New Position
0.01%
$1.388M
227,947 shares@ $6.1 avg price
BIRKBirkenstock Holding Plc
Recent Activity
New Position
0.01%
$1.315M
26,685 shares@ $49.3 avg price
SNNSmith & Nephew Plc
Recent Activity
New Position
0.01%
$1.258M
40,399 shares@ $31.15 avg price
LBRDALiberty Broadband Corp
Recent Activity
New Position
0.01%
$1.235M
16,077 shares@ $76.82 avg price
GGenpact Limited
Recent Activity
New Position
0.01%
$1.197M
30,530 shares@ $39.22 avg price