A detailed history of Hb Wealth Management, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Hb Wealth Management, LLC holds 2,909 shares of SF stock, worth $351,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,909
Previous 2,443 19.07%
Holding current value
$351,407
Previous $253,000 30.43%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$105.26 - $116.4 $49,051 - $54,242
466 Added 19.07%
2,909 $330,000
Q2 2025

Jul 17, 2025

SELL
$76.49 - $103.78 $98,289 - $133,357
-1,285 Reduced 34.47%
2,443 $253,000
Q1 2025

May 07, 2025

BUY
$91.62 - $117.6 $129,550 - $166,286
1,414 Added 61.11%
3,728 $351,000
Q4 2024

Jan 15, 2025

BUY
$93.4 - $117.72 $216,127 - $272,404
2,314 New
2,314 $245,000

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 $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 ...
More about SF
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