Icon Wealth Advisors, LLC Stifel Financial Corp Transaction History
Icon Wealth Advisors, LLC
- $1.37 Billion
- Q3 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,443 shares of SF stock, worth $295,114. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,443
Previous 2,442
0.04%
Holding current value
$295,114
Previous $253,000
9.49%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SF
# of Institutions
591Shares Held
84.5MCall Options Held
139KPut Options Held
3.6K-
Vanguard Group Inc Valley Forge, PA10MShares$1.21 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY9.25MShares$1.12 Billion0.02% of portfolio
-
Wellington Management Group LLP Boston, MA3.45MShares$417 Million0.07% of portfolio
-
State Street Corp Boston, MA3.15MShares$380 Million0.01% of portfolio
-
Earnest Partners LLC Atlanta, GA2.83MShares$341 Million1.47% of portfolio
About STIFEL FINANCIAL CORP
- Ticker SF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 106,225,000
- Market Cap $12.8B
- 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 ...