Position in MKTX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,889,290
-$132,560 QoQ
Shares Held
35,697
+7.4% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.09152029582317.ToString("F0")%
Shared 0.ToString("F0")%
None 10.908479704176822.ToString("F0")%
Common Shares in MKTX 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. MKTX ranks #14 (0.5% 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 MKTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||