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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
FAXAbrdn Asia Pacific Income Fu
Recent Activity
Exited
0%
$1.092M
407,278 shares@ $2.68 avg price
INFAInformatica Inc
Recent Activity
Exited
0%
$1.023M
33,141 shares@ $30.89 avg price
MAXMediaalpha Inc
Recent Activity
Exited
0%
$852,316
64,716 shares@ $13.18 avg price
9264⤦Victory Portfolios Ii
Recent Activity
Exited
0%
$848,040
27,700 shares@ $30.62 avg price
EDUNew Oriental Ed & Technology
Recent Activity
Exited
0%
$847,411
10,902 shares@ $77.73 avg price
TXTernium Sa
Recent Activity
Exited
0%
$812,515
21,638 shares@ $37.56 avg price
PWSCPowerschool Holdings Inc
Recent Activity
Exited
0%
$790,633
35,312 shares@ $22.39 avg price
PEJInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$775,119
17,060 shares@ $45.44 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$762,177
269,320 shares@ $2.84 avg price
SIXSix Flags Entmt Corp New
Recent Activity
Exited
0%
$755,118
22,786 shares@ $33.14 avg price