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James M. Zemlyak

Stifel Financial Corp

Assets Managed
$108.791B
Holdings
3624
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-2.13%(2Q avg: -0.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stifel Financial Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3624 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 108.791B in assets, with a quarterly growth rate of -2.13% and a 2-quarter average growth rate of -0.32%. The portfolio is managed by James M. Zemlyak, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -2.92%
2.66%
$2.89B
16.569M shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.2%
2.58%
$2.805B
11.053M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.05%
2.27%
$2.467B
6.663M shares@ $370.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.01%
1.59%
$1.721B
8.261M shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.59%
1.55%
$1.682B
5.849M shares@ $287.57 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.8%
1.28%
$1.391B
4.493M shares@ $309.52 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.3%
1.05%
$1.132B
3.849M shares@ $294.17 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -8.45%
1.01%
$1.097B
4.489M shares@ $244.45 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.99%
0.98%
$1.059B
1.628M shares@ $650.4 avg price
CSCO
Cisco Systems Inc
Recent Activity
Increased 0.23%
0.97%
$1.046B
13.477M shares@ $77.6 avg price

1-10 of 3624