Position in HLI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$574
-$395 QoQ
Shares Held
4
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SouthState Bank Corp holds $13,478,538 across 15 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
34,384 | $7,187,630 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,656 | $5,720,308 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,129 | $380,982 | |
| 4 | PIPR |
Piper Sandler Companies
|
2,060 | $149,020 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
198 | $19,854 | |
| 6 | SF |
Stifel Financial Corp
|
77 | $5,371 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
59 | $5,135 | |
| 8 | EVR |
Evercore Inc.
|
10 | $3,414 |
All Filings in HLI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $574 | 4 | Shares | Defined | 2026-05-05 | |
| 2025-03-31 | $969 | 6 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||