STIFEL FINL CORP

Ticker: SF CUSIP: 860630102 Class: EQTY

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 5,411 Value ($000) $678 Avg Close $119.59 Range $106.56 - $133.08
Q3 2025
Shares 6,858 Value ($000) $778 Avg Close $111.58 Range $102.42 - $116.58
Q2 2025
Shares 7,857 Value ($000) $815 Avg Close $91.11 Range $72.35 - $104.10
Q1 2025
Shares 9,002 Value ($000) $849 Avg Close $104.11 Range $89.30 - $118.61
Q4 2024
Shares 17,213 Value ($000) $1,826 Avg Close $105.03 Range $90.30 - $116.69
Q3 2024
Shares 18,509 Value ($000) $1,738 Avg Close $83.55 Range $74.72 - $92.26
Q2 2024
Shares 18,188 Value ($000) $1,531 Avg Close $77.21 Range $71.29 - $82.14
Q1 2024
Shares 17,164 Value ($000) $1,342 Avg Close $71.37 Range $65.21 - $75.97
Q4 2023
Shares 17,211 Value ($000) $1,190 Avg Close $59.27 Range $52.55 - $67.58
Q3 2023
Shares 18,121 Value ($000) $1,113 Avg Close $60.35 Range $55.38 - $63.87