Position in HLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$257,395
New position
Shares Held
1,919
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#349
of 514 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $108,992,919 across 14 Capital Markets names. HLI ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
135,636 | $28,353,348 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,668 | $21,914,364 | |
| 3 | SCHW |
Schwab Charles Corp
|
206,143 | $19,020,814 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
46,399 | $13,069,669 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
79,565 | $6,925,337 | |
| 6 | EVR |
Evercore Inc.
|
18,222 | $6,221,719 | |
| 7 | MC |
Moelis & Co
|
71,989 | $4,709,520 | |
| 8 | SNEX |
StoneX Group Inc.
|
38,976 | $3,079,104 |
All Filings in HLI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,395 | 1,919 | Shares | Defined | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||