Position in MKTX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,426,030
+$536,740 QoQ
Shares Held
56,622
+58.6% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MKTX 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. MKTX ranks #13 (0.5% 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 MKTX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,426,030 | 56,622 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,889,290 | 35,697 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,021,850 | 33,224 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,449,821 | 25,537 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,700,306 | 25,523 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,592,119 | 7,359 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $649,411 | 2,873 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $877,741 | 3,426 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $820,567 | 4,092 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $577,065 | 2,632 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,915,906 | 9,957 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,233,819 | 10,456 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,651,058 | 10,141 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,492,791 | 11,482 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,233,648 | 18,766 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,780,142 | 8,001 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,936,715 | 7,565 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,932,864 | 8,621 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,216,749 | 10,253 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,769,781 | 11,338 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,130,049 | 13,223 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,455,355 | 14,973 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,336,073 | 16,363 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,511,358 | 15,597 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,711,673 | 21,384 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,470,557 | 25,470 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||