Position in FIGR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,001,210
+$1,671,370 QoQ
Shares Held
117,856
+106.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 98.4727124626663.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5272875373336954.ToString("F0")%
Common Shares in FIGR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,117,668,309 across 35 Capital Markets names. FIGR ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
3,775,258 | $279,067,070 | |
| 2 | MS |
Morgan Stanley
|
1,638,520 | $269,651,232 | |
| 3 | GS |
Goldman Sachs Group Inc
|
317,678 | $268,752,409 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,139,404 | $107,081,184 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
164,557 | $49,503,678 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
649,346 | $43,551,634 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
197,234 | $13,668,314 | |
| 8 | EVR |
Evercore Inc.
|
34,308 | $10,241,280 |
All Filings in FIGR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,001,210 | 117,856 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,329,840 | 57,048 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $665,789 | 18,306 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||