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The company

Stifel Financial Corporation

SF · NYSE

FinancialsCapital Markets & Asset ManagementNot moving yet

SF stood above a rising 150-day average in 17 of the last 52 weekly readings, and has been out of that trend for the last 35 weeks. It is 12.8% below that average now. Capital Markets & Asset Management: 23% of its 97 stocks in an uptrend (−14 points in four weeks); Financials: 43% (−14 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 35
Industry in uptrend: 23% -14 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $846K
Officials’ trades on record: 15
Institutions holding: 555 (-35)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 17 of 52 weeks.

20 Apr – 19 Oct

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

15 disclosed lines: House 15, Senate 0, executive 0; 7 people.

Who	Did	Amount	Traded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31	bought	$1k–$15k	10 Jul 2026filed 4 Sep 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31	sold	$1k–$15k	24 Nov 2025filed 15 Dec 2025
Julia Letlow House: U.S. House ClerkLA05	bought	$1k–$15k	3 Nov 2025filed 13 Jan 2026
Lisa C. McClain House: U.S. House ClerkMI09	soldspouse	$1k–$15k	31 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09	soldspouse	$1k–$15k	30 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09	boughtspouse	$1k–$15k	30 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09	boughtspouse	$1k–$15k	17 Jun 2025filed 13 Aug 2025
Josh Gottheimer House: U.S. House ClerkNJ05	soldjoint	$1k–$15k	9 Apr 2025filed 14 May 2025
Josh Gottheimer House: U.S. House ClerkNJ05	soldjoint	$1k–$15k	31 Oct 2024filed 6 Nov 2024
Josh Gottheimer House: U.S. House ClerkNJ05	soldjoint	$1k–$15k	21 Jun 2024filed 9 Jul 2024
Josh Gottheimer House: U.S. House ClerkNJ05	sold	$1k–$15k	8 Jun 2021filed 15 Jul 2021
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39	bought	$1k–$15k	17 Jul 2020filed 19 Aug 2020

Insiders

Buy orders, 12 months0

Sale orders, 12 months3

Buyers · sellers0 · 3

Who	Did	Shares	Traded
Maryam S. BrownDirector	sold	2,500at $79.25	23 Jul 2026filed 27 Jul 2026
Maryam S. BrownDirector	sold	2,200at $79.14	23 Jul 2026filed 27 Jul 2026
David RubulottaOther	sold	400at $124.31	2 Feb 2026filed 4 Feb 2026
James M. ZemlyakPresident	sold	9at $123.90	29 Jan 2026filed 2 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders555-35 on the quarter

New · exited63 · 99

Reported value$9.5B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	14,779,953$1.0B	+292,535+2.0%
FMR LLCadded · filed 13 Aug 2026	8,534,782$595.5M	+398,571+4.9%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	7,163,692$499.8M	+39,937+0.6%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	6,659,358$464.6M	+11,794+0.2%
AQR CAPITAL MANAGEMENT LLCreduced · filed 14 Aug 2026	6,001,400$418.7M	-2,468,463−29.1%
STATE STREET CORPadded · filed 7 Aug 2026	4,875,785$340.2M	+223,230+4.8%
Boston Partnersadded · filed 4 Aug 2026	4,403,821$307.3M	+163,441+3.9%
STIFEL FINANCIAL CORPadded · filed 12 Aug 2026	3,886,981$271.2M	+111,723+3.0%
EARNEST PARTNERS LLCreduced · filed 13 Aug 2026	3,608,530$251.8M	-81,584−2.2%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	2,902,428$202.5M	+285,812+10.9%