A detailed history of Mosaic Family Wealth Partners, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 3,042 shares of SF stock, worth $367,473. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,042
Previous 3,042 -0.0%
Holding current value
$367,473
Previous $316 Million 10.73%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
$76.49 - $103.78 $988,403 - $1.34 Million
-12,922 Reduced 80.94%
3,042 $316 Million
Q2 2023

Aug 08, 2023

SELL
$55.57 - $62.02 $55 - $62
-1 Reduced 0.01%
15,964 $953 Million
Q1 2023

Apr 10, 2023

BUY
$54.85 - $68.04 $54 - $68
1 Added 0.01%
15,965 $943 Million
Q4 2022

Feb 14, 2023

BUY
$51.2 - $66.52 $817,356 - $1.06 Million
15,964 New
15,964 $932 Million

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
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, 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 Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.