STIFEL FINL CORP

Ticker: SF CUSIP: 860630102 Class: EQTY

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,645 Value ($000) $582 Avg Close $119.59 Range $106.56 - $133.08
Q3 2025
Shares 2,588 Value ($000) $294 Avg Close $111.58 Range $102.42 - $116.58
Q2 2025
Shares 2,809 Value ($000) $291 Avg Close $91.11 Range $72.35 - $104.10
Q1 2025
Shares 2,884 Value ($000) $272 Avg Close $104.11 Range $89.30 - $118.61
Q4 2024
Shares 2,823 Value ($000) $299 Avg Close $105.03 Range $90.30 - $116.69
Q3 2024
Shares 2,930 Value ($000) $275 Avg Close $83.55 Range $74.72 - $92.26
Q2 2024
Shares 3,139 Value ($000) $264 Avg Close $77.21 Range $71.29 - $82.14
Q1 2024
Shares 3,131 Value ($000) $245 Avg Close $71.37 Range $65.21 - $75.97