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STIFEL FINANCIAL CORP: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STIFEL FINANCIAL CORP on XLU, newest first. How the timeline and the estimate are built.

STIFEL FINANCIAL CORP held 2,082,580 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,082,580 shares
    Change vs previous 13F -440,452 shares

    0.08% of the 13F portfolio, value $94,424,736.

    13F-HR 0000720672-26-000012 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,523,032 shares
    Change vs previous 13F +573,054 shares

    0.11% of the 13F portfolio, value $115,783,912.

    13F-HR 0000720672-26-000007 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,949,978 shares
    Change vs previous 13F +1,020,833 shares

    0.07% of the 13F portfolio, value $83,245,641.

    13F-HR 0000720672-26-000003 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 929,145 shares
    Change vs previous 13F +188,297 shares

    0.07% of the 13F portfolio, value $81,033,324.

    13F-HR 0000720672-25-000015 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 740,848 shares
    Change vs previous 13F +31,432 shares

    0.06% of the 13F portfolio, value $60,500,639.

    13F-HR 0000720672-25-000009 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 709,416 shares
    Change vs previous 13F -57,893 shares

    0.06% of the 13F portfolio, value $55,939,047.

    13F-HR 0000720672-25-000006 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 767,309 shares
    Change vs previous 13F -73,187 shares

    0.06% of the 13F portfolio, value $58,078,994.

    13F-HR 0000720672-25-000003 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 840,496 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $67,896,989.

    13F-HR 0000720672-24-000018 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).