Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$345,082
-$20,600 QoQ
Shares Held
4,946
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 592 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $37,501,716 across 14 Capital Markets names. SF ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,334 | $24,610,677 | |
| 2 | MS |
Morgan Stanley
|
36,863 | $7,705,841 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,375 | $1,049,571 | |
| 4 | ETOR |
eToro Group Ltd.
|
24,618 | $971,672 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,650 | $566,582 | |
| 6 | BTGO |
Bitgo Holdings, Inc.
|
100,000 | $518,000 | |
| 7 | EVR |
Evercore Inc.
|
1,268 | $432,945 | |
| 8 | SF |
Stifel Financial Corp
This page
|
4,946 | $345,082 |
All Filings in SF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,082 | 4,946 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $365,682 | 4,947 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $432,885 | 3,457 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $417,002 | 3,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $381,391 | 3,675 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $346,405 | 3,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $410,423 | 3,869 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $377,571 | 4,021 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $370,764 | 4,406 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $363,490 | 4,650 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $331,297 | 4,791 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $315,985 | 5,143 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $315,773 | 5,292 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $312,704 | 5,292 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $324,128 | 5,553 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $288,256 | 5,553 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,079 | 5,553 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $377,048 | 5,553 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $391,042 | 5,553 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $390,294 | 5,743 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $372,490 | 5,743 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $367,896 | 5,743 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $289,842 | 5,744 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $208,256 | 4,119 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||