A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 9,989 shares of SF stock, worth $823,193. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,989
Previous 14,208 29.69%
Holding current value
$823,193
Previous $982,000 20.57%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$68.0 - $78.17 $286,892 - $329,799
-4,219 Reduced 29.69%
9,989 $780,000
Q4 2023

Feb 07, 2024

SELL
$55.44 - $69.94 $198,696 - $250,664
-3,584 Reduced 20.14%
14,208 $982,000
Q3 2023

Nov 08, 2023

BUY
$58.77 - $66.33 $51,423 - $58,038
875 Added 5.17%
17,792 $1.09 Million
Q2 2023

Jul 28, 2023

BUY
$55.57 - $62.02 $8,946 - $9,985
161 Added 0.96%
16,917 $1.01 Million
Q1 2023

May 10, 2023

BUY
$54.85 - $68.04 $207,223 - $257,055
3,778 Added 29.11%
16,756 $990,000
Q4 2022

Feb 10, 2023

BUY
$51.2 - $66.52 $398,284 - $517,459
7,779 Added 149.62%
12,978 $757,000
Q3 2022

Nov 14, 2022

SELL
$24.03 - $64.87 $30,806 - $83,163
-1,282 Reduced 19.78%
5,199 $270,000
Q2 2022

Aug 09, 2022

SELL
$55.33 - $69.15 $42,272 - $52,830
-764 Reduced 10.55%
6,481 $363,000
Q1 2022

May 16, 2022

BUY
$61.76 - $81.43 $218,692 - $288,343
3,541 Added 95.6%
7,245 $492,000
Q4 2021

Feb 23, 2022

SELL
$65.84 - $77.66 $111,796 - $131,866
-1,698 Reduced 31.43%
3,704 $261,000
Q3 2021

Nov 09, 2021

BUY
$61.25 - $70.78 $330,872 - $382,353
5,402 New
5,402 $367,000

Others Institutions Holding SF

About STIFEL FINANCIAL CORP


  • Ticker SF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 106,225,000
  • Market Cap $8.75B
  • Description
  • Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth ...
More about SF
Track This Portfolio

Track Vanguard Personalized Indexing Management, LLC Portfolio

Follow Vanguard Personalized Indexing Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Personalized Indexing Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.