A detailed history of Principia Wealth Advisory, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 11 shares of SF stock, worth $1,328. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11
Holding current value
$1,328
% of portfolio
0.0%

Shares

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

Aug 14, 2025

BUY
$76.49 - $103.78 $841 - $1,141
11 New
11 $1.14 Million
Q1 2025

Apr 11, 2025

SELL
$91.62 - $117.6 $183 - $235
-2 Closed
0 $0
Q4 2024

Apr 11, 2025

BUY
$93.4 - $117.72 $186 - $235
2 New
2 $212,000

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
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, 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 Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.