Position in MC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,320,658
+$700,312 QoQ
Shares Held
157,760
-6.5% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. MC ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,320,658 | 157,760 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $9,620,346 | 168,778 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,174,451 | 133,466 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,858,134 | 138,224 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,723,304 | 139,976 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,224,089 | 140,920 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,290,015 | 193,422 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,563,798 | 241,772 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,476,388 | 237,010 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,452,275 | 236,961 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,978,939 | 231,230 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $9,524,099 | 211,037 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,434,708 | 208,088 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,045,529 | 209,301 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,056,742 | 157,851 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,891,763 | 174,261 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,342,627 | 135,772 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,765,881 | 122,809 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,507,824 | 120,106 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,809,973 | 126,232 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,435,738 | 113,126 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,215,214 | 113,251 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,907,892 | 126,345 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,422,368 | 125,850 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,824,048 | 122,723 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,364,839 | 84,158 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||